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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 | $76,794 | $118,488-35.2% | $98,462-22.0% | $139,487-44.9% |
| Participation rate | 86.4% | 77.5%+8.9pp | 75.2%+11.2pp | 80.3%+6.0pp |
| Annual return | 18.36% | 18.96%-0.6pp | 21.17%-2.8pp | 373.84%-355.5pp |
| Employer contribution / active EE | $1,932 | $3,611-46.5% | $3,049-36.6% | $4,755-59.4% |
| Participant deferral / active EE | $6,086 | $5,393+12.9% | $4,738+28.4% | $6,713-9.3% |
| Admin fee / account holder | $5,679 | $13,868-59.0% | $8,875-36.0% | $11,407-50.2% |