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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 | $80,358 | $106,864-24.8% | $147,318-45.5% | $82,637-2.8% |
| Participation rate | 80.8% | 75.5%+5.3pp | 82.1%-1.3pp | 68.1%+12.7pp |
| Annual return | 15.71% | 27.49%-11.8pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,014 | $3,417-70.3% | $4,593-77.9% | $2,552-60.3% |
| Participant deferral / active EE | $6,199 | $6,496-4.6% | $7,906-21.6% | $4,126+50.2% |
| Admin fee / account holder | $6,321 | $8,415-24.9% | $13,708-53.9% | $7,339-13.9% |