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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 | $76,701 | $72,273+6.1% | $101,275-24.3% | $79,856-4.0% |
| Participation rate | 84.4% | 68.5%+15.9pp | 75.8%+8.6pp | 69.6%+14.7pp |
| Annual return | 13.82% | 22.30%-8.5pp | 46.48%-32.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,768 | $2,691-34.3% | $3,660-51.7% | $2,471-28.4% |
| Participant deferral / active EE | $2,455 | $3,282-25.2% | $4,371-43.8% | $3,741-34.4% |
| Admin fee / account holder | $2,875 | $4,401-34.7% | $5,948-51.7% | $5,306-45.8% |