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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 | $83,269 | $90,486-8.0% | $78,676+5.8% | $273,972-69.6% |
| Participation rate | 76.5% | 76.5%-0.1pp | 73.6%+2.9pp | 83.0%-6.5pp |
| Annual return | 9.29% | 75.62%-66.3pp | 62.19%-52.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $3,140 | $3,175-1.1% | $2,850+10.2% | $4,869-35.5% |
| Participant deferral / active EE | $7,152 | $3,901+83.3% | $3,517+103.4% | $5,287+35.3% |
| Admin fee / account holder | $1,777 | $5,263-66.2% | $4,510-60.6% | $10,133-82.5% |