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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 | $73,355 | $58,627+25.1% | $76,735-4.4% | $82,448-11.0% |
| Participation rate | 72.0% | 63.2%+8.8pp | 69.5%+2.5pp | 68.1%+3.9pp |
| Annual return | 13.68% | 39.10%-25.4pp | 29.77%-16.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $430 | $1,729-75.1% | $2,454-82.5% | $2,551-83.1% |
| Participant deferral / active EE | $3,849 | $3,134+22.8% | $4,088-5.8% | $4,139-7.0% |
| Admin fee / account holder | $2,718 | $5,323-48.9% | $7,189-62.2% | $7,234-62.4% |