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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 | $74,394 | $68,586+8.5% | $120,380-38.2% | $80,911-8.1% |
| Participation rate | 95.0% | 61.6%+33.4pp | 71.9%+23.1pp | 67.6%+27.4pp |
| Annual return | 18.20% | 23.62%-5.4pp | 107.28%-89.1pp | 35.63%-17.4pp |
| Employer contribution / active EE | $1,765 | $2,053-14.0% | $3,465-49.1% | $2,756-36.0% |
| Participant deferral / active EE | $2,196 | $3,174-30.8% | $4,992-56.0% | $4,297-48.9% |
| Admin fee / account holder | $8,082 | $5,733+41.0% | $9,421-14.2% | $6,935+16.5% |