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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 | $63,843 | $57,140+11.7% | $85,240-25.1% | $80,959-21.1% |
| Participation rate | 71.4% | 56.4%+15.0pp | 67.5%+3.9pp | 67.7%+3.8pp |
| Annual return | 13.44% | 21.71%-8.3pp | 66.75%-53.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,417 | $1,802+34.1% | $2,735-11.7% | $2,757-12.4% |
| Participant deferral / active EE | $4,534 | $3,115+45.5% | $4,527+0.2% | $4,300+5.4% |
| Admin fee / account holder | $701 | $4,992-86.0% | $6,165-88.6% | $6,925-89.9% |