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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 | $73,334 | $59,440+23.4% | $78,004-6.0% | $82,637-11.3% |
| Participation rate | 92.3% | 62.8%+29.5pp | 69.4%+22.9pp | 68.1%+24.3pp |
| Annual return | 16.68% | 40.24%-23.6pp | 31.07%-14.4pp | 53.51%-36.8pp |
| Employer contribution / active EE | $918 | $1,750-47.5% | $2,469-62.8% | $2,552-64.0% |
| Participant deferral / active EE | $2,545 | $3,138-18.9% | $4,092-37.8% | $4,126-38.3% |
| Admin fee / account holder | $732 | $5,504-86.7% | $7,578-90.3% | $7,339-90.0% |