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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 | $83,156 | $71,197+16.8% | $93,669-11.2% | $80,925+2.8% |
| Participation rate | 78.0% | 60.4%+17.7pp | 68.7%+9.3pp | 67.7%+10.4pp |
| Annual return | 12.59% | 11.27%+1.3pp | 133.59%-121.0pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,116 | $1,565-28.7% | $2,424-53.9% | $2,756-59.5% |
| Participant deferral / active EE | $4,512 | $4,036+11.8% | $4,416+2.2% | $4,299+5.0% |
| Admin fee / account holder | $5,030 | $6,959-27.7% | $8,291-39.3% | $6,940-27.5% |