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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 | $68,326 | $73,988-7.7% | $96,538-29.2% | $75,177-9.1% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 16.45% | 26.73%-10.3pp | 35.74%-19.3pp | 160.75%-144.3pp |
| Employer contribution / active EE | $2,211 | $2,930-24.5% | $3,740-40.9% | $2,671-17.2% |
| Participant deferral / active EE | $3,279 | $3,660-10.4% | $4,880-32.8% | $4,126-20.5% |
| Admin fee / account holder | $828 | $5,220-84.1% | $6,737-87.7% | $5,651-85.4% |