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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 | $70,199 | $89,364-21.4% | $141,177-50.3% | $72,983-3.8% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 20.40% | 111.86%-91.5pp | 71.40%-51.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $3,448 | $3,115+10.7% | $4,736-27.2% | $2,440+41.3% |
| Participant deferral / active EE | $7,559 | $5,419+39.5% | $6,710+12.7% | $3,608+109.5% |
| Admin fee / account holder | $619 | $5,959-89.6% | $10,263-94.0% | $5,124-87.9% |