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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 | $87,814 | $106,864-17.8% | $147,318-40.4% | $82,637+6.3% |
| Participation rate | 73.6% | 75.5%-1.9pp | 82.1%-8.5pp | 68.1%+5.5pp |
| Annual return | 19.76% | 27.49%-7.7pp | 70.43%-50.7pp | 53.51%-33.7pp |
| Employer contribution / active EE | $1,992 | $3,417-41.7% | $4,593-56.6% | $2,552-21.9% |
| Participant deferral / active EE | $5,465 | $6,496-15.9% | $7,906-30.9% | $4,126+32.4% |
| Admin fee / account holder | $794 | $8,415-90.6% | $13,708-94.2% | $7,339-89.2% |