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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 | $101,970 | $78,428+30.0% | $95,960+6.3% | $79,852+27.7% |
| Participation rate | 77.4% | 73.5%+3.9pp | 77.1%+0.3pp | 69.6%+7.8pp |
| Annual return | 12.90% | 19.37%-6.5pp | 91.63%-78.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,821 | $1,945-6.4% | $2,541-28.3% | $2,471-26.3% |
| Participant deferral / active EE | $3,605 | $3,440+4.8% | $4,167-13.5% | $3,740-3.6% |
| Admin fee / account holder | $3,197 | $5,622-43.1% | $6,797-53.0% | $5,306-39.7% |