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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 | $78,527 | $73,978+6.1% | $96,515-18.6% | $75,173+4.5% |
| Participation rate | 78.2% | 66.4%+11.7pp | 74.3%+3.8pp | 67.2%+11.0pp |
| Annual return | 16.01% | 26.72%-10.7pp | 35.73%-19.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $1,798 | $2,931-38.6% | $3,740-51.9% | $2,671-32.7% |
| Participant deferral / active EE | $4,035 | $3,660+10.2% | $4,880-17.3% | $4,126-2.2% |
| Admin fee / account holder | $4,151 | $5,219-20.5% | $6,735-38.4% | $5,651-26.5% |