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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 | $97,896 | $65,027+50.5% | $90,970+7.6% | $79,852+22.6% |
| Participation rate | 72.9% | 61.6%+11.3pp | 69.0%+3.9pp | 69.6%+3.2pp |
| Annual return | 21.65% | 30.45%-8.8pp | 134.58%-112.9pp | 31.72%-10.1pp |
| Employer contribution / active EE | $1,154 | $1,247-7.5% | $2,122-45.6% | $2,471-53.3% |
| Participant deferral / active EE | $7,318 | $2,512+191.3% | $3,373+116.9% | $3,740+95.7% |
| Admin fee / account holder | $1,015 | $4,535-77.6% | $5,960-83.0% | $5,306-80.9% |