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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 | $57,835 | $65,395-11.6% | $182,558-68.3% | $72,976-20.7% |
| Participation rate | 76.9% | 65.4%+11.5pp | 78.0%-1.1pp | 69.5%+7.4pp |
| Annual return | 21.88% | 27.68%-5.8pp | 148.59%-126.7pp | 81.02%-59.1pp |
| Employer contribution / active EE | $1,069 | $1,911-44.1% | $4,076-73.8% | $2,440-56.2% |
| Participant deferral / active EE | $3,194 | $3,563-10.3% | $5,526-42.2% | $3,608-11.5% |
| Admin fee / account holder | $2,144 | $4,245-49.5% | $8,594-75.1% | $5,124-58.2% |