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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 | $70,027 | $76,551-8.5% | $123,894-43.5% | $62,881+11.4% |
| Participation rate | 91.4% | 73.0%+18.4pp | 81.4%+10.0pp | 69.3%+22.1pp |
| Annual return | 8.22% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,203 | $2,882-23.6% | $4,617-52.3% | $2,281-3.4% |
| Participant deferral / active EE | $4,534 | $4,840-6.3% | $5,984-24.2% | $3,203+41.6% |
| Admin fee / account holder | $3,610 | $4,826-25.2% | $8,357-56.8% | $4,296-16.0% |