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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 | $222,622 | $74,535+198.7% | $100,712+121.0% | $82,637+169.4% |
| Participation rate | 73.0% | 61.2%+11.8pp | 69.3%+3.7pp | 68.1%+4.9pp |
| Annual return | 12.89% | 18.92%-6.0pp | 33.27%-20.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,139 | $1,503-24.2% | $2,313-50.8% | $2,552-55.4% |
| Participant deferral / active EE | $3,163 | $3,074+2.9% | $4,085-22.6% | $4,126-23.4% |
| Admin fee / account holder | $3,266 | $6,576-50.3% | $9,256-64.7% | $7,339-55.5% |