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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 | $71,880 | $83,485-13.9% | $125,192-42.6% | $72,975-1.5% |
| Participation rate | 76.3% | 73.3%+3.0pp | 79.8%-3.5pp | 69.5%+6.8pp |
| Annual return | 16.72% | 25.77%-9.0pp | 43.79%-27.1pp | 81.01%-64.3pp |
| Employer contribution / active EE | $1,590 | $2,346-32.2% | $3,866-58.9% | $2,440-34.8% |
| Participant deferral / active EE | $4,615 | $3,586+28.7% | $4,937-6.5% | $3,608+27.9% |
| Admin fee / account holder | $4,197 | $5,518-23.9% | $9,704-56.8% | $5,124-18.1% |