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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 | $74,253 | $65,034+14.2% | $90,970-18.4% | $79,856-7.0% |
| Participation rate | 73.1% | 61.6%+11.5pp | 69.0%+4.1pp | 69.6%+3.4pp |
| Annual return | 14.41% | 30.45%-16.0pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,193 | $1,247-4.4% | $2,122-43.8% | $2,471-51.7% |
| Participant deferral / active EE | $1,626 | $2,512-35.3% | $3,373-51.8% | $3,741-56.5% |
| Admin fee / account holder | $2,317 | $4,536-48.9% | $5,961-61.1% | $5,306-56.3% |