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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 | $79,505 | $69,977+13.6% | $108,582-26.8% | $62,881+26.4% |
| Participation rate | 84.8% | 72.9%+11.9pp | 79.6%+5.2pp | 69.3%+15.5pp |
| Annual return | 12.20% | 10.73%+1.5pp | -51.70%+63.9pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,477 | $2,135-30.8% | $3,758-60.7% | $2,281-35.3% |
| Participant deferral / active EE | $6,749 | $3,165+113.3% | $4,311+56.6% | $3,203+110.7% |
| Admin fee / account holder | $2,932 | $5,076-42.2% | $7,645-61.7% | $4,296-31.8% |