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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 | $71,473 | $65,041+9.9% | $90,965-21.4% | $79,858-10.5% |
| Participation rate | 79.4% | 61.6%+17.8pp | 69.0%+10.4pp | 69.6%+9.8pp |
| Annual return | 11.48% | 30.45%-19.0pp | 134.57%-123.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $944 | $1,247-24.3% | $2,122-55.5% | $2,471-61.8% |
| Participant deferral / active EE | $3,541 | $2,512+41.0% | $3,373+5.0% | $3,740-5.3% |
| Admin fee / account holder | $10,038 | $4,536+121.3% | $5,960+68.4% | $5,306+89.2% |