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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 | $77,034 | $63,365+21.6% | $91,994-16.3% | $72,975+5.6% |
| Participation rate | 80.9% | 72.5%+8.3pp | 78.6%+2.2pp | 69.5%+11.4pp |
| Annual return | 23.11% | 35.35%-12.2pp | 69.04%-45.9pp | 81.01%-57.9pp |
| Employer contribution / active EE | $561 | $2,116-73.5% | $3,453-83.7% | $2,440-77.0% |
| Participant deferral / active EE | $5,612 | $4,883+14.9% | $5,924-5.3% | $3,608+55.6% |
| Admin fee / account holder | $2,745 | $4,670-41.2% | $7,744-64.6% | $5,124-46.4% |