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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 | $71,766 | $78,425-8.5% | $95,956-25.2% | $79,858-10.1% |
| Participation rate | 78.5% | 73.5%+5.0pp | 77.1%+1.4pp | 69.6%+8.8pp |
| Annual return | 14.17% | 19.37%-5.2pp | 91.63%-77.5pp | 31.72%-17.6pp |
| Employer contribution / active EE | $3,109 | $1,945+59.9% | $2,541+22.4% | $2,471+25.8% |
| Participant deferral / active EE | $6,860 | $3,440+99.4% | $4,167+64.7% | $3,740+83.4% |
| Admin fee / account holder | $19,044 | $5,622+238.7% | $6,797+180.2% | $5,306+258.9% |