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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 | $68,656 | $123,155-44.3% | $108,753-36.9% | $155,188-55.8% |
| Participation rate | 78.3% | 75.6%+2.6pp | 71.1%+7.2pp | 80.8%-2.5pp |
| Annual return | 18.00% | 44.73%-26.7pp | 37.47%-19.5pp | 148.84%-130.8pp |
| Employer contribution / active EE | $2,355 | $2,811-16.2% | $2,427-3.0% | $4,248-44.6% |
| Participant deferral / active EE | $5,174 | $4,623+11.9% | $4,115+25.7% | $6,531-20.8% |
| Admin fee / account holder | $4,275 | $12,126-64.7% | $10,320-58.6% | $14,480-70.5% |