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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 | $74,821 | $98,766-24.2% | $149,730-50.0% | $79,852-6.3% |
| Participation rate | 71.9% | 75.8%-3.9pp | 82.5%-10.6pp | 69.6%+2.2pp |
| Annual return | 13.70% | 27.43%-13.7pp | 276.70%-263.0pp | 31.72%-18.0pp |
| Employer contribution / active EE | $2,258 | $3,217-29.8% | $4,645-51.4% | $2,471-8.6% |
| Participant deferral / active EE | $7,368 | $5,681+29.7% | $6,843+7.7% | $3,740+97.0% |
| Admin fee / account holder | $6,720 | $6,052+11.0% | $9,310-27.8% | $5,306+26.6% |