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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 | $76,367 | $88,707-13.9% | $74,184+2.9% | $273,972-72.1% |
| Participation rate | 87.0% | 79.4%+7.5pp | 76.6%+10.3pp | 83.0%+3.9pp |
| Annual return | 6.05% | 11.94%-5.9pp | 17.74%-11.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $783 | $3,159-75.2% | $2,370-67.0% | $4,869-83.9% |
| Participant deferral / active EE | $4,183 | $4,212-0.7% | $3,550+17.8% | $5,287-20.9% |
| Admin fee / account holder | $3,538 | $8,717-59.4% | $5,586-36.7% | $10,133-65.1% |