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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 | $66,906 | $98,776-32.3% | $149,745-55.3% | $79,856-16.2% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.5%+4.8pp | 69.6%+17.6pp |
| Annual return | 16.01% | 27.38%-11.4pp | 276.72%-260.7pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,295 | $3,217+2.4% | $4,646-29.1% | $2,471+33.3% |
| Participant deferral / active EE | $4,698 | $5,681-17.3% | $6,843-31.3% | $3,741+25.6% |
| Admin fee / account holder | $1,578 | $6,053-73.9% | $9,312-83.0% | $5,306-70.3% |