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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 | $97,797 | $89,259+9.6% | $107,187-8.8% | $82,637+18.3% |
| Participation rate | 72.2% | 67.9%+4.3pp | 75.0%-2.8pp | 68.1%+4.2pp |
| Annual return | 14.33% | 21.02%-6.7pp | 204.55%-190.2pp | 53.51%-39.2pp |
| Employer contribution / active EE | $2,022 | $3,080-34.3% | $3,782-46.5% | $2,552-20.8% |
| Participant deferral / active EE | $3,496 | $4,037-13.4% | $5,096-31.4% | $4,126-15.3% |
| Admin fee / account holder | $23,962 | $7,381+224.6% | $9,162+161.5% | $7,339+226.5% |