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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 | $77,232 | $83,485-7.5% | $125,192-38.3% | $72,975+5.8% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.5%+5.5pp |
| Annual return | 28.94% | 25.77%+3.2pp | 43.79%-14.8pp | 81.01%-52.1pp |
| Employer contribution / active EE | $1,382 | $2,346-41.1% | $3,866-64.3% | $2,440-43.4% |
| Participant deferral / active EE | $4,614 | $3,586+28.7% | $4,937-6.5% | $3,608+27.9% |
| Admin fee / account holder | $11,291 | $5,518+104.6% | $9,704+16.4% | $5,124+120.4% |