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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 | $107,869 | $118,496-9.0% | $98,461+9.6% | $139,466-22.7% |
| Participation rate | 80.0% | 77.5%+2.5pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 21.26% | 18.96%+2.3pp | 21.17%+0.1pp | 373.66%-352.4pp |
| Employer contribution / active EE | $1,782 | $3,611-50.6% | $3,049-41.5% | $4,754-62.5% |
| Participant deferral / active EE | $5,026 | $5,393-6.8% | $4,738+6.1% | $6,712-25.1% |
| Admin fee / account holder | $386 | $14,056-97.3% | $8,961-95.7% | $11,409-96.6% |