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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 | $68,376 | $58,828+16.2% | $78,002-12.3% | $62,881+8.7% |
| Participation rate | 73.8% | 71.1%+2.7pp | 75.5%-1.7pp | 69.3%+4.5pp |
| Annual return | 5.49% | 17.16%-11.7pp | 425.99%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $297 | $1,672-82.2% | $2,470-88.0% | $2,281-87.0% |
| Participant deferral / active EE | $2,749 | $2,686+2.4% | $3,497-21.4% | $3,203-14.2% |
| Admin fee / account holder | $11,318 | $4,393+157.6% | $5,481+106.5% | $4,296+163.5% |