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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 | $137,211 | $154,228-11.0% | $145,433-5.7% | $137,2560% |
| Participation rate | 81.0% | 83.8%-2.8pp | 82.1%-1.2pp | 80.0%+1.0pp |
| Annual return | 16.59% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,214 | $4,804-12.3% | $4,554-7.5% | $4,156+1.4% |
| Participant deferral / active EE | $7,981 | $8,216-2.9% | $7,897+1.1% | $6,407+24.6% |
| Admin fee / account holder | $7,926 | $14,344-44.7% | $13,129-39.6% | $12,270-35.4% |