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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 | $75,203 | $87,132-13.7% | $105,624-28.8% | $80,959-7.1% |
| Participation rate | 77.3% | 70.4%+6.9pp | 75.3%+2.1pp | 67.7%+9.7pp |
| Annual return | 14.76% | 17.03%-2.3pp | 116.20%-101.4pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,501 | $2,397+4.3% | $3,168-21.0% | $2,757-9.3% |
| Participant deferral / active EE | $4,022 | $3,985+0.9% | $5,013-19.8% | $4,300-6.5% |
| Admin fee / account holder | $12,181 | $8,449+44.2% | $10,961+11.1% | $6,925+75.9% |