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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 | $59,878 | $56,060+6.8% | $76,002-21.2% | $80,874-26.0% |
| Participation rate | 73.0% | 62.0%+10.9pp | 69.1%+3.9pp | 67.6%+5.3pp |
| Annual return | 12.20% | 20.54%-8.3pp | 360.07%-347.9pp | 35.62%-23.4pp |
| Employer contribution / active EE | $1,967 | $1,873+5.0% | $2,688-26.8% | $2,756-28.6% |
| Participant deferral / active EE | $3,799 | $3,051+24.5% | $4,257-10.7% | $4,297-11.6% |
| Admin fee / account holder | $1,355 | $5,237-74.1% | $6,414-78.9% | $6,935-80.5% |