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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 | $76,721 | $83,485-8.1% | $125,192-38.7% | $72,975+5.1% |
| Participation rate | 98.4% | 73.3%+25.1pp | 79.8%+18.6pp | 69.5%+28.9pp |
| Annual return | 19.70% | 25.77%-6.1pp | 43.79%-24.1pp | 81.01%-61.3pp |
| Employer contribution / active EE | $688 | $2,346-70.7% | $3,866-82.2% | $2,440-71.8% |
| Participant deferral / active EE | $3,698 | $3,586+3.1% | $4,937-25.1% | $3,608+2.5% |
| Admin fee / account holder | $25,326 | $5,518+359.0% | $9,704+161.0% | $5,124+394.3% |