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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 | $71,222 | $93,598-23.9% | $135,974-47.6% | $75,173-5.3% |
| Participation rate | 87.2% | 75.2%+12.0pp | 81.9%+5.3pp | 67.2%+20.0pp |
| Annual return | 17.97% | 30.89%-12.9pp | 68.30%-50.3pp | 160.72%-142.7pp |
| Employer contribution / active EE | $4,022 | $3,538+13.7% | $4,859-17.2% | $2,671+50.6% |
| Participant deferral / active EE | $7,901 | $6,405+23.3% | $7,760+1.8% | $4,126+91.5% |
| Admin fee / account holder | $3,539 | $6,978-49.3% | $10,767-67.1% | $5,651-37.4% |