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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 | $121,675 | $117,895+3.2% | $102,460+18.8% | $145,897-16.6% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 11.19% | 31.92%-20.7pp | 29.47%-18.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,856 | $3,619-21.1% | $3,025-5.6% | $4,663-38.8% |
| Participant deferral / active EE | $3,528 | $5,736-38.5% | $5,056-30.2% | $6,689-47.3% |
| Admin fee / account holder | $1,485 | $13,353-88.9% | $9,460-84.3% | $13,390-88.9% |