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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 | $64,520 | $89,364-27.8% | $141,177-54.3% | $72,983-11.6% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+1.9pp | 69.5%+14.9pp |
| Annual return | 23.75% | 111.86%-88.1pp | 71.40%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,876 | $3,115-39.8% | $4,736-60.4% | $2,440-23.1% |
| Participant deferral / active EE | $5,278 | $5,419-2.6% | $6,710-21.3% | $3,608+46.3% |
| Admin fee / account holder | $316 | $5,959-94.7% | $10,263-96.9% | $5,124-93.8% |