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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 | $68,741 | $93,589-26.6% | $135,942-49.4% | $75,181-8.6% |
| Participation rate | 80.6% | 75.2%+5.4pp | 81.9%-1.4pp | 67.2%+13.4pp |
| Annual return | 16.76% | 30.90%-14.1pp | 68.28%-51.5pp | 160.69%-143.9pp |
| Employer contribution / active EE | $1,443 | $3,537-59.2% | $4,858-70.3% | $2,671-45.9% |
| Participant deferral / active EE | $6,510 | $6,405+1.6% | $7,759-16.1% | $4,126+57.8% |
| Admin fee / account holder | $13,700 | $6,977+96.4% | $10,764+27.3% | $5,650+142.5% |