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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 | $87,461 | $88,672-1.4% | $105,223-16.9% | $82,448+6.1% |
| Participation rate | 77.9% | 67.9%+10.0pp | 75.0%+2.9pp | 68.1%+9.9pp |
| Annual return | 15.16% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,522 | $3,048-50.1% | $3,689-58.7% | $2,551-40.3% |
| Participant deferral / active EE | $2,449 | $4,036-39.3% | $5,072-51.7% | $4,139-40.8% |
| Admin fee / account holder | $5,029 | $7,146-29.6% | $8,859-43.2% | $7,234-30.5% |