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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 | $73,171 | $57,541+27.2% | $95,759-23.6% | $75,177-2.7% |
| Participation rate | 78.6% | 62.5%+16.1pp | 72.3%+6.3pp | 67.2%+11.4pp |
| Annual return | 17.97% | 34.93%-17.0pp | 28.42%-10.5pp | 160.75%-142.8pp |
| Employer contribution / active EE | $1,893 | $1,808+4.7% | $2,836-33.3% | $2,671-29.1% |
| Participant deferral / active EE | $3,371 | $3,074+9.7% | $4,244-20.6% | $4,126-18.3% |
| Admin fee / account holder | $333 | $4,099-91.9% | $5,678-94.1% | $5,651-94.1% |