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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,604 | $117,895+26.9% | $102,460+46.0% | $145,897+2.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 9.54% | 31.92%-22.4pp | 29.47%-19.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,927 | $3,619-19.1% | $3,025-3.2% | $4,663-37.2% |
| Participant deferral / active EE | $10,598 | $5,736+84.8% | $5,056+109.6% | $6,689+58.4% |
| Admin fee / account holder | $15,527 | $13,353+16.3% | $9,460+64.1% | $13,390+16.0% |