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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 | $90,610 | $67,606+34.0% | $82,313+10.1% | $70,124+29.2% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+6.9pp |
| Annual return | 17.28% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $429 | $1,755-75.6% | $2,428-82.3% | $2,342-81.7% |
| Participant deferral / active EE | $4,210 | $2,987+40.9% | $3,706+13.6% | $3,332+26.3% |
| Admin fee / account holder | $2,886 | $4,512-36.0% | $5,608-48.5% | $4,645-37.9% |