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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 | $121,182 | $106,247+14.1% | $96,515+25.6% | $139,466-13.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 15.15% | 38.47%-23.3pp | 35.73%-20.6pp | 373.66%-358.5pp |
| Employer contribution / active EE | $3,325 | $4,106-19.0% | $3,740-11.1% | $4,754-30.0% |
| Participant deferral / active EE | $7,708 | $5,456+41.3% | $4,880+58.0% | $6,712+14.8% |
| Admin fee / account holder | $603 | $7,885-92.4% | $6,735-91.1% | $11,409-94.7% |