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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 | $67,349 | $93,598-28.0% | $135,974-50.5% | $75,173-10.4% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.2pp | 67.2%+14.9pp |
| Annual return | 17.93% | 30.89%-13.0pp | 68.30%-50.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $3,382 | $3,538-4.4% | $4,859-30.4% | $2,671+26.6% |
| Participant deferral / active EE | $7,239 | $6,405+13.0% | $7,760-6.7% | $4,126+75.4% |
| Admin fee / account holder | $1,598 | $6,978-77.1% | $10,767-85.2% | $5,651-71.7% |