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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 | $57,602 | $78,197-26.3% | $98,090-41.3% | $82,637-30.3% |
| Participation rate | 78.7% | 77.5%+1.3pp | 81.5%-2.8pp | 68.1%+10.7pp |
| Annual return | 16.52% | 40.25%-23.7pp | 37.05%-20.5pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,841 | $2,605-29.3% | $3,606-49.0% | $2,552-27.9% |
| Participant deferral / active EE | $7,870 | $6,636+18.6% | $7,845+0.3% | $4,126+90.7% |
| Admin fee / account holder | $1,925 | $14,832-87.0% | $11,815-83.7% | $7,339-73.8% |