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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 | $61,977 | $67,602-8.3% | $82,312-24.7% | $70,126-11.6% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 12.69% | 21.57%-8.9pp | 25.88%-13.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $3,419 | $1,755+94.8% | $2,428+40.8% | $2,343+46.0% |
| Participant deferral / active EE | $2,250 | $2,987-24.7% | $3,706-39.3% | $3,332-32.5% |
| Admin fee / account holder | $638 | $4,512-85.9% | $5,608-88.6% | $4,645-86.3% |