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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 | $111,776 | $93,617+19.4% | $135,982-17.8% | $75,177+48.7% |
| Participation rate | 76.9% | 75.2%+1.7pp | 81.9%-5.0pp | 67.2%+9.7pp |
| Annual return | 18.50% | 30.89%-12.4pp | 68.32%-49.8pp | 160.75%-142.3pp |
| Employer contribution / active EE | $3,557 | $3,538+0.5% | $4,859-26.8% | $2,671+33.2% |
| Participant deferral / active EE | $10,983 | $6,406+71.5% | $7,760+41.5% | $4,126+166.2% |
| Admin fee / account holder | $790 | $6,980-88.7% | $10,767-92.7% | $5,651-86.0% |