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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 | $81,355 | $69,977+16.3% | $108,582-25.1% | $62,881+29.4% |
| Participation rate | 96.2% | 72.9%+23.3pp | 79.6%+16.7pp | 69.3%+26.9pp |
| Annual return | 8.36% | 10.73%-2.4pp | -51.70%+60.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,659 | $2,135-22.3% | $3,758-55.9% | $2,281-27.3% |
| Participant deferral / active EE | $3,730 | $3,165+17.9% | $4,311-13.5% | $3,203+16.5% |
| Admin fee / account holder | $1,815 | $5,076-64.2% | $7,645-76.3% | $4,296-57.7% |