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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 | $77,775 | $86,298-9.9% | $111,308-30.1% | $85,847-9.4% |
| Participation rate | 72.0% | 73.3%-1.3pp | 77.3%-5.3pp | 69.3%+2.7pp |
| Annual return | 11.84% | 19.99%-8.2pp | 54.67%-42.8pp | 318.61%-306.8pp |
| Employer contribution / active EE | $2,016 | $2,044-1.4% | $2,732-26.2% | $2,565-21.4% |
| Participant deferral / active EE | $3,331 | $3,641-8.5% | $4,487-25.8% | $3,952-15.7% |
| Admin fee / account holder | $2,770 | $8,189-66.2% | $7,965-65.2% | $6,261-55.7% |