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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 | $72,103 | $84,236-14.4% | $170,435-57.7% | $70,126+2.8% |
| Participation rate | 81.5% | 70.8%+10.7pp | 83.6%-2.1pp | 69.5%+11.9pp |
| Annual return | 16.42% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $3,446 | $3,387+1.7% | $5,432-36.6% | $2,343+47.1% |
| Participant deferral / active EE | $6,557 | $3,086+112.5% | $4,939+32.8% | $3,332+96.8% |
| Admin fee / account holder | $3,335 | $5,698-41.5% | $13,881-76.0% | $4,645-28.2% |