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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 | $132,738 | $217,432-39.0% | $185,849-28.6% | $167,536-20.8% |
| Participation rate | 86.4% | 86.1%+0.3pp | 81.7%+4.7pp | 82.1%+4.3pp |
| Annual return | 15.76% | 148.42%-132.7pp | 122.10%-106.3pp | 478.82%-463.1pp |
| Employer contribution / active EE | $2,103 | $5,875-64.2% | $5,169-59.3% | $4,839-56.5% |
| Participant deferral / active EE | $3,650 | $6,357-42.6% | $5,569-34.5% | $6,342-42.5% |
| Admin fee / account holder | $828 | $19,818-95.8% | $16,244-94.9% | $12,315-93.3% |