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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 | $76,118 | $106,749-28.7% | $145,433-47.7% | $82,448-7.7% |
| Participation rate | 72.2% | 75.6%-3.4pp | 82.1%-9.9pp | 68.1%+4.2pp |
| Annual return | 18.97% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $3,339 | $3,444-3.1% | $4,554-26.7% | $2,551+30.9% |
| Participant deferral / active EE | $7,948 | $6,519+21.9% | $7,897+0.6% | $4,139+92.0% |
| Admin fee / account holder | $454 | $8,390-94.6% | $13,129-96.5% | $7,234-93.7% |