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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 | $77,647 | $101,063-23.2% | $81,473-4.7% | $147,586-47.4% |
| Participation rate | 72.2% | 74.5%-2.2pp | 68.0%+4.3pp | 82.8%-10.6pp |
| Annual return | 16.75% | 32.41%-15.7pp | 38.78%-22.0pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,233 | $3,206-30.3% | $2,568-13.0% | $4,876-54.2% |
| Participant deferral / active EE | $6,304 | $4,242+48.6% | $3,537+78.2% | $5,439+15.9% |
| Admin fee / account holder | $1,684 | $5,812-71.0% | $4,561-63.1% | $10,886-84.5% |