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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 | $77,967 | $80,992-3.7% | $96,534-19.2% | $75,173+3.7% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 17.27% | 27.05%-9.8pp | 25.88%-8.6pp | 160.72%-143.5pp |
| Employer contribution / active EE | $2,745 | $2,283+20.3% | $2,965-7.4% | $2,671+2.8% |
| Participant deferral / active EE | $5,630 | $3,929+43.3% | $4,851+16.0% | $4,126+36.4% |
| Admin fee / account holder | $4,473 | $6,717-33.4% | $8,253-45.8% | $5,651-20.8% |