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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 | $77,328 | $115,917-33.3% | $100,535-23.1% | $158,982-51.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 7.96% | 34.80%-26.8pp | 30.90%-22.9pp | 302.99%-295.0pp |
| Employer contribution / active EE | $1,466 | $4,105-64.3% | $3,419-57.1% | $4,763-69.2% |
| Participant deferral / active EE | $6,650 | $6,677-0.4% | $6,271+6.0% | $5,983+11.1% |
| Admin fee / account holder | $23,127 | $11,002+110.2% | $8,085+186.1% | $11,252+105.5% |