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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 | $73,593 | $76,551-3.9% | $123,894-40.6% | $62,881+17.0% |
| Participation rate | 90.6% | 73.0%+17.6pp | 81.4%+9.2pp | 69.3%+21.3pp |
| Annual return | 6.87% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,291 | $2,882-55.2% | $4,617-72.0% | $2,281-43.4% |
| Participant deferral / active EE | $3,930 | $4,840-18.8% | $5,984-34.3% | $3,203+22.7% |
| Admin fee / account holder | $5,666 | $4,826+17.4% | $8,357-32.2% | $4,296+31.9% |