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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 | $89,521 | $95,453-6.2% | $112,040-20.1% | $82,448+8.6% |
| Participation rate | 73.7% | 72.8%+0.9pp | 76.5%-2.8pp | 68.1%+5.6pp |
| Annual return | 12.58% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,098 | $2,318-52.6% | $2,954-62.8% | $2,551-57.0% |
| Participant deferral / active EE | $2,886 | $4,224-31.7% | $5,098-43.4% | $4,139-30.3% |
| Admin fee / account holder | $6,338 | $9,013-29.7% | $12,098-47.6% | $7,234-12.4% |