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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 | $79,548 | $72,486+9.7% | $87,103-8.7% | $72,976+9.0% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.9%-0.2pp | 69.5%+7.2pp |
| Annual return | 78.89% | 24.46%+54.4pp | 28.19%+50.7pp | 81.02%-2.1pp |
| Employer contribution / active EE | $706 | $1,894-62.7% | $2,521-72.0% | $2,440-71.1% |
| Participant deferral / active EE | $1,838 | $3,270-43.8% | $4,049-54.6% | $3,608-49.1% |
| Admin fee / account holder | $4,695 | $5,055-7.1% | $7,491-37.3% | $5,124-8.4% |