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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 | $65,404 | $106,749-38.7% | $145,433-55.0% | $82,448-20.7% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 31.75% | 27.59%+4.2pp | 66.58%-34.8pp | 41.64%-9.9pp |
| Employer contribution / active EE | $2,266 | $3,444-34.2% | $4,554-50.2% | $2,551-11.2% |
| Participant deferral / active EE | $4,698 | $6,519-27.9% | $7,897-40.5% | $4,139+13.5% |
| Admin fee / account holder | $2,755 | $8,390-67.2% | $13,129-79.0% | $7,234-61.9% |