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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 | $79,507 | $83,485-4.8% | $125,180-36.5% | $72,983+8.9% |
| Participation rate | 81.5% | 73.3%+8.2pp | 79.8%+1.7pp | 69.5%+12.0pp |
| Annual return | 21.48% | 25.78%-4.3pp | 43.79%-22.3pp | 81.01%-59.5pp |
| Employer contribution / active EE | $1,690 | $2,346-28.0% | $3,866-56.3% | $2,440-30.7% |
| Participant deferral / active EE | $3,446 | $3,586-3.9% | $4,937-30.2% | $3,608-4.5% |
| Admin fee / account holder | $1,750 | $5,518-68.3% | $9,703-82.0% | $5,124-65.9% |