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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 | $117,142 | $143,969-18.6% | $199,883-41.4% | $82,637+41.8% |
| Participation rate | 77.1% | 84.1%-7.0pp | 86.8%-9.6pp | 68.1%+9.1pp |
| Annual return | 17.69% | 25.67%-8.0pp | 43.81%-26.1pp | 53.51%-35.8pp |
| Employer contribution / active EE | $6,397 | $4,632+38.1% | $6,261+2.2% | $2,552+150.6% |
| Participant deferral / active EE | $4,430 | $6,937-36.1% | $9,138-51.5% | $4,126+7.4% |
| Admin fee / account holder | $2,535 | $14,597-82.6% | $17,268-85.3% | $7,339-65.5% |