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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 | $67,453 | $74,535-9.5% | $100,712-33.0% | $82,637-18.4% |
| Participation rate | 84.5% | 61.2%+23.3pp | 69.3%+15.2pp | 68.1%+16.4pp |
| Annual return | 13.90% | 18.92%-5.0pp | 33.27%-19.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,933 | $1,503+28.7% | $2,313-16.4% | $2,552-24.2% |
| Participant deferral / active EE | $2,621 | $3,074-14.7% | $4,085-35.8% | $4,126-36.5% |
| Admin fee / account holder | $10,680 | $6,576+62.4% | $9,256+15.4% | $7,339+45.5% |