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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 | $86,543 | $90,486-4.4% | $78,676+10.0% | $273,972-68.4% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 6.07% | 75.62%-69.6pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,655 | $3,175-47.9% | $2,850-41.9% | $4,869-66.0% |
| Participant deferral / active EE | $3,591 | $3,901-8.0% | $3,517+2.1% | $5,287-32.1% |
| Admin fee / account holder | $2,922 | $5,263-44.5% | $4,510-35.2% | $10,133-71.2% |