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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 | $78,178 | $251,004-68.9% | $191,597-59.2% | $138,895-43.7% |
| Participation rate | 78.6% | 82.4%-3.8pp | 76.9%+1.6pp | 79.9%-1.3pp |
| Annual return | 13.88% | 31.05%-17.2pp | 27.07%-13.2pp | 145.39%-131.5pp |
| Employer contribution / active EE | $2,694 | $6,226-56.7% | $5,025-46.4% | $4,194-35.8% |
| Participant deferral / active EE | $4,174 | $8,154-48.8% | $6,850-39.1% | $6,396-34.7% |
| Admin fee / account holder | $60,352 | $31,471+91.8% | $22,799+164.7% | $12,562+380.4% |