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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 | $107,504 | $117,895-8.8% | $102,460+4.9% | $145,897-26.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.44% | 31.92%-17.5pp | 29.47%-15.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $3,052 | $3,619-15.7% | $3,025+0.9% | $4,663-34.5% |
| Participant deferral / active EE | $10,582 | $5,736+84.5% | $5,056+109.3% | $6,689+58.2% |
| Admin fee / account holder | $5,052 | $13,353-62.2% | $9,460-46.6% | $13,390-62.3% |