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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 | $73,082 | $86,891-15.9% | $142,516-48.7% | $75,177-2.8% |
| Participation rate | 83.3% | 68.5%+14.8pp | 76.8%+6.6pp | 67.2%+16.1pp |
| Annual return | 15.98% | 23.31%-7.3pp | 20.03%-4.1pp | 160.75%-144.8pp |
| Employer contribution / active EE | $3,163 | $3,355-5.7% | $4,849-34.8% | $2,671+18.4% |
| Participant deferral / active EE | $8,781 | $4,938+77.8% | $6,280+39.8% | $4,126+112.8% |
| Admin fee / account holder | $13,874 | $7,299+90.1% | $10,008+38.6% | $5,651+145.5% |