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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 | $68,697 | $54,541+26.0% | $78,778-12.8% | $70,131-2.0% |
| Participation rate | 81.7% | 60.8%+20.9pp | 69.2%+12.5pp | 69.5%+12.1pp |
| Annual return | 18.42% | 21.07%-2.7pp | 35.62%-17.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $923 | $1,089-15.2% | $1,986-53.5% | $2,342-60.6% |
| Participant deferral / active EE | $3,394 | $2,210+53.6% | $2,958+14.7% | $3,332+1.9% |
| Admin fee / account holder | $1,537 | $3,709-58.5% | $5,134-70.1% | $4,645-66.9% |