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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 | $74,779 | $95,404-21.6% | $113,397-34.1% | $82,637-9.5% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.5%+10.7pp | 68.1%+19.2pp |
| Annual return | 12.73% | 19.08%-6.3pp | 23.20%-10.5pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,815 | $2,307-21.3% | $2,977-39.0% | $2,552-28.9% |
| Participant deferral / active EE | $5,455 | $4,220+29.3% | $5,076+7.5% | $4,126+32.2% |
| Admin fee / account holder | $9,710 | $9,168+5.9% | $11,957-18.8% | $7,339+32.3% |