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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 | $71,573 | $58,828+21.7% | $78,002-8.2% | $62,881+13.8% |
| Participation rate | 72.3% | 71.1%+1.3pp | 75.5%-3.2pp | 69.3%+3.0pp |
| Annual return | 7.32% | 17.16%-9.8pp | 425.99%-418.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $329 | $1,672-80.3% | $2,470-86.7% | $2,281-85.6% |
| Participant deferral / active EE | $2,755 | $2,686+2.6% | $3,497-21.2% | $3,203-14.0% |
| Admin fee / account holder | $555 | $4,393-87.4% | $5,481-89.9% | $4,296-87.1% |