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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 | $76,612 | $48,364+58.4% | $71,796+6.7% | $62,881+21.8% |
| Participation rate | 73.5% | 60.6%+12.8pp | 69.1%+4.4pp | 69.3%+4.2pp |
| Annual return | 6.87% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $842 | $1,042-19.1% | $1,924-56.2% | $2,281-63.1% |
| Participant deferral / active EE | $2,114 | $2,091+1.1% | $2,794-24.3% | $3,203-34.0% |
| Admin fee / account holder | $8,780 | $3,771+132.8% | $4,815+82.3% | $4,296+104.4% |