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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 | $76,976 | $77,901-1.2% | $149,717-48.6% | $75,181+2.4% |
| Participation rate | 72.7% | 65.6%+7.1pp | 78.8%-6.0pp | 67.2%+5.5pp |
| Annual return | 19.13% | 31.73%-12.6pp | 134.41%-115.3pp | 160.69%-141.6pp |
| Employer contribution / active EE | $1,115 | $3,137-64.4% | $4,820-76.9% | $2,671-58.2% |
| Participant deferral / active EE | $4,928 | $3,411+44.5% | $5,682-13.3% | $4,126+19.4% |
| Admin fee / account holder | $6,234 | $5,949+4.8% | $13,213-52.8% | $5,650+10.3% |