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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 | $83,383 | $93,346-10.7% | $71,796+16.1% | $273,972-69.6% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 6.34% | 130.39%-124.0pp | 78.04%-71.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,142 | $2,733-58.2% | $1,924-40.7% | $4,869-76.6% |
| Participant deferral / active EE | $3,734 | $3,475+7.4% | $2,794+33.6% | $5,287-29.4% |
| Admin fee / account holder | $1,206 | $6,571-81.6% | $4,815-74.9% | $10,133-88.1% |