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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 | $104,763 | $78,690+33.1% | $161,489-35.1% | $87,485+19.7% |
| Participation rate | 74.6% | 67.5%+7.1pp | 78.7%-4.1pp | 68.9%+5.7pp |
| Annual return | 16.81% | 32.74%-15.9pp | 89.72%-72.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,992 | $2,588-23.1% | $4,268-53.3% | $2,596-23.3% |
| Participant deferral / active EE | $4,297 | $3,311+29.8% | $5,630-23.7% | $4,274+0.6% |
| Admin fee / account holder | $22,969 | $6,724+241.6% | $16,006+43.5% | $7,775+195.4% |