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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 | $69,362 | $146,267-52.6% | $197,124-64.8% | $82,448-15.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 86.7%+2.2pp | 68.1%+20.8pp |
| Annual return | 15.55% | 29.61%-14.1pp | 44.34%-28.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,811 | $4,723-40.5% | $6,227-54.9% | $2,551+10.2% |
| Participant deferral / active EE | $6,740 | $7,035-4.2% | $9,135-26.2% | $4,139+62.8% |
| Admin fee / account holder | $14,693 | $14,422+1.9% | $16,298-9.8% | $7,234+103.1% |