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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 | $84,060 | $63,355+32.7% | $91,994-8.6% | $72,983+15.2% |
| Participation rate | 82.5% | 72.5%+10.0pp | 78.6%+3.9pp | 69.5%+13.0pp |
| Annual return | 22.56% | 35.35%-12.8pp | 69.03%-46.5pp | 81.01%-58.4pp |
| Employer contribution / active EE | $571 | $2,116-73.0% | $3,452-83.5% | $2,440-76.6% |
| Participant deferral / active EE | $3,794 | $4,883-22.3% | $5,923-35.9% | $3,608+5.2% |
| Admin fee / account holder | $3,707 | $4,668-20.6% | $7,743-52.1% | $5,124-27.7% |