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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 | $111,258 | $110,410+0.8% | $102,437+8.6% | $145,897-23.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.87% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,100 | $4,217-50.2% | $3,871-45.7% | $4,663-55.0% |
| Participant deferral / active EE | $5,932 | $5,622+5.5% | $5,060+17.2% | $6,689-11.3% |
| Admin fee / account holder | $13,218 | $9,745+35.6% | $8,388+57.6% | $13,390-1.3% |