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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 | $81,676 | $78,690+3.8% | $161,489-49.4% | $87,485-6.6% |
| Participation rate | 96.8% | 67.5%+29.3pp | 78.7%+18.1pp | 68.9%+27.8pp |
| Annual return | 16.30% | 32.74%-16.4pp | 89.72%-73.4pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,052 | $2,588-59.3% | $4,268-75.3% | $2,596-59.5% |
| Participant deferral / active EE | $2,106 | $3,311-36.4% | $5,630-62.6% | $4,274-50.7% |
| Admin fee / account holder | $972 | $6,724-85.5% | $16,006-93.9% | $7,775-87.5% |