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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 | $91,964 | $114,712-19.8% | $173,730-47.1% | $87,485+5.1% |
| Participation rate | 74.6% | 73.0%+1.6pp | 79.6%-5.0pp | 68.9%+5.6pp |
| Annual return | 15.90% | 20.18%-4.3pp | 19.96%-4.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,074 | $2,904-63.0% | $4,577-76.5% | $2,596-58.6% |
| Participant deferral / active EE | $6,101 | $4,642+31.4% | $6,326-3.6% | $4,274+42.8% |
| Admin fee / account holder | $10,143 | $10,210-0.7% | $17,523-42.1% | $7,775+30.5% |