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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 | $78,973 | $48,364+63.3% | $71,796+10.0% | $62,881+25.6% |
| Participation rate | 71.4% | 60.6%+10.8pp | 69.1%+2.3pp | 69.3%+2.1pp |
| Annual return | 9.56% | 13.16%-3.6pp | 78.04%-68.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $975 | $1,042-6.4% | $1,924-49.3% | $2,281-57.3% |
| Participant deferral / active EE | $3,296 | $2,091+57.6% | $2,794+17.9% | $3,203+2.9% |
| Admin fee / account holder | $3,751 | $3,771-0.5% | $4,815-22.1% | $4,296-12.7% |