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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 | $79,155 | $93,617-15.4% | $135,982-41.8% | $75,177+5.3% |
| Participation rate | 70.0% | 75.2%-5.2pp | 81.9%-11.9pp | 67.2%+2.8pp |
| Annual return | 17.73% | 30.89%-13.2pp | 68.32%-50.6pp | 160.75%-143.0pp |
| Employer contribution / active EE | $2,567 | $3,538-27.4% | $4,859-47.2% | $2,671-3.9% |
| Participant deferral / active EE | $6,778 | $6,406+5.8% | $7,760-12.6% | $4,126+64.3% |
| Admin fee / account holder | $317 | $6,980-95.5% | $10,767-97.1% | $5,651-94.4% |