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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 | $69,191 | $47,848+44.6% | $81,473-15.1% | $70,126-1.3% |
| Participation rate | 78.8% | 58.3%+20.5pp | 68.0%+10.8pp | 69.5%+9.2pp |
| Annual return | 13.27% | 27.25%-14.0pp | 38.78%-25.5pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,673 | $1,527+9.6% | $2,568-34.8% | $2,343-28.6% |
| Participant deferral / active EE | $7,730 | $2,453+215.1% | $3,537+118.6% | $3,332+132.0% |
| Admin fee / account holder | $3,773 | $3,145+20.0% | $4,561-17.3% | $4,645-18.8% |