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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 | $66,043 | $78,423-15.8% | $95,964-31.2% | $79,856-17.3% |
| Participation rate | 82.8% | 73.5%+9.3pp | 77.1%+5.7pp | 69.6%+13.1pp |
| Annual return | 13.38% | 19.37%-6.0pp | 91.64%-78.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,136 | $1,945+9.8% | $2,541-16.0% | $2,471-13.6% |
| Participant deferral / active EE | $5,442 | $3,440+58.2% | $4,167+30.6% | $3,741+45.5% |
| Admin fee / account holder | $4,344 | $5,622-22.7% | $6,797-36.1% | $5,306-18.1% |