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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 | $73,706 | $64,359+14.5% | $90,161-18.3% | $70,124+5.1% |
| Participation rate | 84.4% | 70.4%+13.9pp | 76.9%+7.5pp | 69.5%+14.8pp |
| Annual return | 21.69% | 28.13%-6.4pp | 34.89%-13.2pp | 73.14%-51.5pp |
| Employer contribution / active EE | $3,766 | $2,046+84.1% | $3,318+13.5% | $2,342+60.8% |
| Participant deferral / active EE | $3,831 | $4,389-12.7% | $5,287-27.5% | $3,332+15.0% |
| Admin fee / account holder | $2,790 | $3,945-29.3% | $5,943-53.1% | $4,645-39.9% |