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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 | $75,763 | $90,509-16.3% | $78,693-3.7% | $273,968-72.3% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 8.31% | 75.61%-67.3pp | 62.18%-53.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,256 | $3,175-28.9% | $2,850-20.8% | $4,869-53.7% |
| Participant deferral / active EE | $6,839 | $3,901+75.3% | $3,517+94.5% | $5,287+29.4% |
| Admin fee / account holder | $21,347 | $5,264+305.5% | $4,511+373.3% | $10,132+110.7% |