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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 | $142,741 | $106,749+33.7% | $145,433-1.9% | $82,448+73.1% |
| Participation rate | 72.7% | 75.6%-2.9pp | 82.1%-9.4pp | 68.1%+4.7pp |
| Annual return | 18.66% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,772 | $3,444+9.5% | $4,554-17.2% | $2,551+47.9% |
| Participant deferral / active EE | $9,442 | $6,519+44.8% | $7,897+19.6% | $4,139+128.1% |
| Admin fee / account holder | $8,308 | $8,390-1.0% | $13,129-36.7% | $7,234+14.8% |