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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 | $85,060 | $101,763-16.4% | $164,866-48.4% | $80,874+5.2% |
| Participation rate | 71.7% | 71.8%-0.1pp | 78.6%-6.9pp | 67.6%+4.1pp |
| Annual return | 16.17% | 16.73%-0.6pp | 69.97%-53.8pp | 35.62%-19.4pp |
| Employer contribution / active EE | $994 | $2,954-66.4% | $4,343-77.1% | $2,756-63.9% |
| Participant deferral / active EE | $3,761 | $4,477-16.0% | $6,033-37.7% | $4,297-12.5% |
| Admin fee / account holder | $2,208 | $8,228-73.2% | $12,689-82.6% | $6,935-68.2% |