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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 | $65,839 | $81,334-19.1% | $113,397-41.9% | $64,097+2.7% |
| Participation rate | 77.6% | 65.6%+11.9pp | 76.5%+1.1pp | 55.2%+22.4pp |
| Annual return | 25.15% | 32.50%-7.3pp | 23.20%+2.0pp | 34.64%-9.5pp |
| Employer contribution / active EE | $2,107 | $2,077+1.5% | $2,977-29.2% | $1,891+11.4% |
| Participant deferral / active EE | $3,323 | $3,795-12.5% | $5,076-34.5% | $3,080+7.9% |
| Admin fee / account holder | $3,368 | $4,208-20.0% | $11,957-71.8% | $3,454-2.5% |