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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 | $76,042 | $75,541+0.7% | $152,093-50.0% | $82,637-8.0% |
| Participation rate | 71.2% | 66.5%+4.7pp | 77.8%-6.5pp | 68.1%+3.2pp |
| Annual return | 18.34% | 32.56%-14.2pp | 66.36%-48.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,643 | $2,622-37.3% | $4,175-60.6% | $2,552-35.6% |
| Participant deferral / active EE | $3,471 | $3,206+8.3% | $5,451-36.3% | $4,126-15.9% |
| Admin fee / account holder | $6,779 | $6,405+5.8% | $14,497-53.2% | $7,339-7.6% |