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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 | $88,178 | $109,359-19.4% | $162,185-45.6% | $72,976+20.8% |
| Participation rate | 76.6% | 84.3%-7.7pp | 87.6%-11.0pp | 69.5%+7.1pp |
| Annual return | 30.76% | 25.46%+5.3pp | 115.61%-84.9pp | 81.02%-50.3pp |
| Employer contribution / active EE | $2,832 | $3,907-27.5% | $5,613-49.6% | $2,440+16.1% |
| Participant deferral / active EE | $6,611 | $5,481+20.6% | $7,297-9.4% | $3,608+83.2% |
| Admin fee / account holder | $1,599 | $7,972-79.9% | $10,844-85.3% | $5,124-68.8% |