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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 | $72,459 | $66,180+9.5% | $118,746-39.0% | $62,293+16.3% |
| Participation rate | 96.0% | 71.3%+24.7pp | 78.3%+17.7pp | 69.5%+26.5pp |
| Annual return | 18.37% | 60.89%-42.5pp | 24.54%-6.2pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,155 | $3,183-63.7% | $4,193-72.5% | $2,042-43.4% |
| Participant deferral / active EE | $3,625 | $4,247-14.6% | $5,332-32.0% | $3,169+14.4% |
| Admin fee / account holder | $6,620 | $753+778.6% | $10,720-38.2% | $479+1281.1% |