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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 | $76,651 | $106,749-28.2% | $145,433-47.3% | $82,448-7.0% |
| Participation rate | 85.5% | 75.6%+9.8pp | 82.1%+3.4pp | 68.1%+17.4pp |
| Annual return | 16.55% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $4,686 | $3,444+36.0% | $4,554+2.9% | $2,551+83.7% |
| Participant deferral / active EE | $5,555 | $6,519-14.8% | $7,897-29.7% | $4,139+34.2% |
| Admin fee / account holder | $3,986 | $8,390-52.5% | $13,129-69.6% | $7,234-44.9% |