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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 | $79,213 | $67,411+17.5% | $91,004-13.0% | $70,126+13.0% |
| Participation rate | 70.7% | 71.4%-0.6pp | 75.6%-4.9pp | 69.5%+1.2pp |
| Annual return | 18.44% | -40.16%+58.6pp | 4.60%+13.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $573 | $1,786-67.9% | $2,456-76.7% | $2,343-75.6% |
| Participant deferral / active EE | $2,812 | $2,823-0.4% | $3,548-20.7% | $3,332-15.6% |
| Admin fee / account holder | $1,867 | $4,236-55.9% | $5,417-65.5% | $4,645-59.8% |