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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 | $81,489 | $80,983+0.6% | $96,544-15.6% | $75,177+8.4% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 17.32% | 27.05%-9.7pp | 25.88%-8.6pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,796 | $2,282-21.3% | $2,966-39.5% | $2,671-32.8% |
| Participant deferral / active EE | $3,745 | $3,929-4.7% | $4,851-22.8% | $4,126-9.2% |
| Admin fee / account holder | $1,737 | $6,717-74.1% | $8,254-79.0% | $5,651-69.3% |