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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 | $77,031 | $89,364-13.8% | $141,177-45.4% | $72,983+5.5% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 23.70% | 111.86%-88.2pp | 71.40%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,405 | $3,115-54.9% | $4,736-70.3% | $2,440-42.4% |
| Participant deferral / active EE | $4,673 | $5,419-13.8% | $6,710-30.4% | $3,608+29.5% |
| Admin fee / account holder | $3,018 | $5,959-49.3% | $10,263-70.6% | $5,124-41.1% |