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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 | $80,322 | $76,371+5.2% | $93,621-14.2% | $72,976+10.1% |
| Participation rate | 70.0% | 71.8%-1.8pp | 75.8%-5.8pp | 69.5%+0.5pp |
| Annual return | 26.99% | 25.82%+1.2pp | 32.76%-5.8pp | 81.02%-54.0pp |
| Employer contribution / active EE | $435 | $2,276-80.9% | $2,719-84.0% | $2,440-82.2% |
| Participant deferral / active EE | $3,029 | $3,538-14.4% | $4,070-25.6% | $3,608-16.0% |
| Admin fee / account holder | $1,495 | $6,839-78.1% | $7,890-81.0% | $5,124-70.8% |