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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 | $78,913 | $112,729-30.0% | $98,716-20.1% | $137,256-42.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 17.28% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,605 | $2,725-41.1% | $2,279-29.6% | $4,156-61.4% |
| Participant deferral / active EE | $7,015 | $4,640+51.2% | $4,048+73.3% | $6,407+9.5% |
| Admin fee / account holder | $598 | $10,129-94.1% | $8,703-93.1% | $12,270-95.1% |