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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 | $76,867 | $88,707-13.3% | $74,184+3.6% | $273,972-71.9% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 7.84% | 11.94%-4.1pp | 17.74%-9.9pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,154 | $3,159-31.8% | $2,370-9.1% | $4,869-55.8% |
| Participant deferral / active EE | $5,973 | $4,212+41.8% | $3,550+68.3% | $5,287+13.0% |
| Admin fee / account holder | $301 | $8,717-96.6% | $5,586-94.6% | $10,133-97.0% |