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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 | $97,639 | $106,864-8.6% | $147,318-33.7% | $82,637+18.2% |
| Participation rate | 72.7% | 75.5%-2.8pp | 82.1%-9.3pp | 68.1%+4.7pp |
| Annual return | 14.36% | 27.49%-13.1pp | 70.43%-56.1pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,906 | $3,417-44.2% | $4,593-58.5% | $2,552-25.3% |
| Participant deferral / active EE | $3,404 | $6,496-47.6% | $7,906-56.9% | $4,126-17.5% |
| Admin fee / account holder | $30,922 | $8,415+267.5% | $13,708+125.6% | $7,339+321.4% |