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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 | $77,863 | $98,652-21.1% | $142,942-45.5% | $82,448-5.6% |
| Participation rate | 72.4% | 72.8%-0.3pp | 76.8%-4.4pp | 68.1%+4.3pp |
| Annual return | 15.32% | 22.65%-7.3pp | 113.70%-98.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,437 | $3,211+7.0% | $4,139-17.0% | $2,551+34.7% |
| Participant deferral / active EE | $5,628 | $5,580+0.9% | $7,128-21.0% | $4,139+36.0% |
| Admin fee / account holder | $2,387 | $8,078-70.4% | $12,475-80.9% | $7,234-67.0% |