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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 | $87,595 | $59,220+47.9% | $96,572-9.3% | $79,389+10.3% |
| Participation rate | 76.7% | 61.9%+14.8pp | 69.8%+6.9pp | 70.7%+6.0pp |
| Annual return | 12.92% | 27.08%-14.2pp | 37.79%-24.9pp | 116.89%-104.0pp |
| Employer contribution / active EE | $1,223 | $1,216+0.5% | $2,357-48.1% | $2,428-49.6% |
| Participant deferral / active EE | $4,074 | $2,948+38.2% | $3,850+5.8% | $4,046+0.7% |
| Admin fee / account holder | $4,821 | $659+632.2% | $6,183-22.0% | $626+669.7% |