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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 | $87,822 | $89,259-1.6% | $107,187-18.1% | $82,637+6.3% |
| Participation rate | 79.3% | 67.9%+11.4pp | 75.0%+4.3pp | 68.1%+11.3pp |
| Annual return | 23.33% | 21.02%+2.3pp | 204.55%-181.2pp | 53.51%-30.2pp |
| Employer contribution / active EE | $1,597 | $3,080-48.2% | $3,782-57.8% | $2,552-37.4% |
| Participant deferral / active EE | $3,437 | $4,037-14.9% | $5,096-32.5% | $4,126-16.7% |
| Admin fee / account holder | $1,123 | $7,381-84.8% | $9,162-87.7% | $7,339-84.7% |