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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 | $69,261 | $93,064-25.6% | $74,577-7.1% | $273,972-74.7% |
| Participation rate | 77.8% | 74.9%+2.8pp | 68.1%+9.7pp | 83.0%-5.2pp |
| Annual return | 3.77% | 26.18%-22.4pp | 20.47%-16.7pp | 41.46%-37.7pp |
| Employer contribution / active EE | $4,859 | $3,160+53.8% | $2,525+92.4% | $4,869-0.2% |
| Participant deferral / active EE | $3,136 | $4,160-24.6% | $3,458-9.3% | $5,287-40.7% |
| Admin fee / account holder | $10,505 | $5,273+99.2% | $4,138+153.9% | $10,133+3.7% |