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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 | $62,581 | $47,848+30.8% | $81,473-23.2% | $70,126-10.8% |
| Participation rate | 84.1% | 58.3%+25.8pp | 68.0%+16.1pp | 69.5%+14.6pp |
| Annual return | 17.66% | 27.25%-9.6pp | 38.78%-21.1pp | 73.15%-55.5pp |
| Employer contribution / active EE | $3,268 | $1,527+114.0% | $2,568+27.3% | $2,343+39.5% |
| Participant deferral / active EE | $5,352 | $2,453+118.2% | $3,537+51.3% | $3,332+60.6% |
| Admin fee / account holder | $4,071 | $3,145+29.4% | $4,561-10.7% | $4,645-12.4% |