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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 | $174,689 | $93,346+87.1% | $71,796+143.3% | $273,972-36.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 5.01% | 130.39%-125.4pp | 78.04%-73.0pp | 41.46%-36.4pp |
| Employer contribution / active EE | $2,019 | $2,733-26.1% | $1,924+4.9% | $4,869-58.5% |
| Participant deferral / active EE | $4,727 | $3,475+36.0% | $2,794+69.1% | $5,287-10.6% |
| Admin fee / account holder | $7,943 | $6,571+20.9% | $4,815+65.0% | $10,133-21.6% |