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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 | $235,532 | $254,759-7.5% | $216,567+8.8% | $198,609+18.6% |
| Participation rate | 76.2% | 84.5%-8.3pp | 81.6%-5.5pp | 82.4%-6.2pp |
| Annual return | 12.05% | 10.04%+2.0pp | 12.94%-0.9pp | 202.70%-190.6pp |
| Employer contribution / active EE | $2,702 | $6,096-55.7% | $5,216-48.2% | $5,055-46.6% |
| Participant deferral / active EE | $7,257 | $6,948+4.5% | $6,191+17.2% | $6,977+4.0% |
| Admin fee / account holder | $1,391 | $26,311-94.7% | $21,981-93.7% | $19,030-92.7% |