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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 | $69,292 | $62,672+10.6% | $185,117-62.6% | $70,126-1.2% |
| Participation rate | 82.7% | 63.8%+18.9pp | 77.3%+5.4pp | 69.5%+13.2pp |
| Annual return | 18.64% | 40.79%-22.1pp | 40.50%-21.9pp | 73.15%-54.5pp |
| Employer contribution / active EE | $4,394 | $1,753+150.6% | $4,182+5.1% | $2,343+87.6% |
| Participant deferral / active EE | $2,233 | $3,272-31.7% | $5,045-55.7% | $3,332-33.0% |
| Admin fee / account holder | $3,464 | $3,932-11.9% | $8,159-57.5% | $4,645-25.4% |