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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 | $61,866 | $93,064-33.5% | $74,577-17.0% | $273,972-77.4% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 7.36% | 26.18%-18.8pp | 20.47%-13.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,087 | $3,160-2.3% | $2,525+22.3% | $4,869-36.6% |
| Participant deferral / active EE | $5,435 | $4,160+30.6% | $3,458+57.2% | $5,287+2.8% |
| Admin fee / account holder | $432 | $5,273-91.8% | $4,138-89.6% | $10,133-95.7% |