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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 | $74,623 | $49,239+51.6% | $70,462+5.9% | $79,858-6.6% |
| Participation rate | 92.3% | 69.2%+23.1pp | 75.1%+17.2pp | 69.6%+22.7pp |
| Annual return | 19.73% | 30.08%-10.4pp | 109.08%-89.4pp | 31.72%-12.0pp |
| Employer contribution / active EE | $1,545 | $2,100-26.4% | $2,737-43.5% | $2,471-37.5% |
| Participant deferral / active EE | $2,143 | $2,769-22.6% | $3,710-42.2% | $3,740-42.7% |
| Admin fee / account holder | $3,352 | $2,876+16.6% | $3,845-12.8% | $5,306-36.8% |