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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 | $92,628 | $162,821-43.1% | $133,978-30.9% | $158,982-41.7% |
| Participation rate | 82.4% | 83.2%-0.9pp | 79.8%+2.5pp | 82.0%+0.4pp |
| Annual return | 15.97% | 41.95%-26.0pp | 45.10%-29.1pp | 302.99%-287.0pp |
| Employer contribution / active EE | $3,800 | $4,976-23.6% | $3,919-3.0% | $4,763-20.2% |
| Participant deferral / active EE | $10,244 | $5,910+73.3% | $5,047+103.0% | $5,983+71.2% |
| Admin fee / account holder | $6,853 | $11,742-41.6% | $8,930-23.3% | $11,252-39.1% |