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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 | $119,583 | $125,797-4.9% | $170,043-29.7% | $75,173+59.1% |
| Participation rate | 76.1% | 83.6%-7.5pp | 87.0%-10.9pp | 67.2%+8.9pp |
| Annual return | 30.09% | 27.20%+2.9pp | 53.40%-23.3pp | 160.72%-130.6pp |
| Employer contribution / active EE | $8,749 | $4,616+89.5% | $6,790+28.9% | $2,671+227.6% |
| Participant deferral / active EE | $15,079 | $6,838+120.5% | $10,410+44.8% | $4,126+265.4% |
| Admin fee / account holder | $5,273 | $8,177-35.5% | $12,824-58.9% | $5,651-6.7% |