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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 | $114,749 | $69,977+64.0% | $108,582+5.7% | $62,881+82.5% |
| Participation rate | 76.6% | 72.9%+3.7pp | 79.6%-3.0pp | 69.3%+7.3pp |
| Annual return | 6.01% | 10.73%-4.7pp | -51.70%+57.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,056 | $2,135-3.7% | $3,758-45.3% | $2,281-9.9% |
| Participant deferral / active EE | $3,904 | $3,165+23.4% | $4,311-9.4% | $3,203+21.9% |
| Admin fee / account holder | $2,519 | $5,076-50.4% | $7,645-67.1% | $4,296-41.4% |