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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 | $82,835 | $98,776-16.1% | $149,745-44.7% | $79,856+3.7% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 17.77% | 27.38%-9.6pp | 276.72%-259.0pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,029 | $3,217-68.0% | $4,646-77.8% | $2,471-58.3% |
| Participant deferral / active EE | $6,059 | $5,681+6.6% | $6,843-11.5% | $3,741+62.0% |
| Admin fee / account holder | $1,945 | $6,053-67.9% | $9,312-79.1% | $5,306-63.3% |