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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 | $73,126 | $73,955-1.1% | $96,520-24.2% | $75,181-2.7% |
| Participation rate | 88.4% | 66.4%+21.9pp | 74.3%+14.0pp | 67.2%+21.2pp |
| Annual return | 16.24% | 26.72%-10.5pp | 35.72%-19.5pp | 160.69%-144.4pp |
| Employer contribution / active EE | $1,719 | $2,930-41.3% | $3,739-54.0% | $2,671-35.6% |
| Participant deferral / active EE | $1,997 | $3,659-45.4% | $4,879-59.1% | $4,126-51.6% |
| Admin fee / account holder | $1,250 | $5,217-76.0% | $6,733-81.4% | $5,650-77.9% |