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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 | $91,901 | $99,345-7.5% | $84,753+8.4% | $273,972-66.5% |
| Participation rate | 73.3% | 80.7%-7.4pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 16.64% | 22.93%-6.3pp | 22.78%-6.1pp | 41.46%-24.8pp |
| Employer contribution / active EE | $1,501 | $4,214-64.4% | $3,574-58.0% | $4,869-69.2% |
| Participant deferral / active EE | $2,206 | $4,270-48.3% | $3,712-40.6% | $5,287-58.3% |
| Admin fee / account holder | $23,210 | $6,645+249.3% | $5,333+335.2% | $10,133+129.1% |