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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 | $71,621 | $77,638-7.7% | $156,551-54.3% | $62,881+13.9% |
| Participation rate | 91.7% | 71.2%+20.5pp | 84.0%+7.7pp | 69.3%+22.4pp |
| Annual return | 5.99% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,562 | $3,444-54.6% | $5,501-71.6% | $2,281-31.5% |
| Participant deferral / active EE | $3,282 | $3,046+7.7% | $4,871-32.6% | $3,203+2.5% |
| Admin fee / account holder | $3,304 | $5,561-40.6% | $13,028-74.6% | $4,296-23.1% |