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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 | $80,566 | $87,166-7.6% | $76,735+5.0% | $137,256-41.3% |
| Participation rate | 72.7% | 74.4%-1.6pp | 69.5%+3.2pp | 80.0%-7.2pp |
| Annual return | 13.42% | 26.50%-13.1pp | 29.77%-16.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,067 | $2,904-63.2% | $2,454-56.5% | $4,156-74.3% |
| Participant deferral / active EE | $1,513 | $4,726-68.0% | $4,088-63.0% | $6,407-76.4% |
| Admin fee / account holder | $848 | $8,403-89.9% | $7,189-88.2% | $12,270-93.1% |