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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 | $71,002 | $54,541+30.2% | $78,778-9.9% | $70,126+1.2% |
| Participation rate | 72.6% | 60.8%+11.8pp | 69.2%+3.4pp | 69.5%+3.1pp |
| Annual return | 16.06% | 21.07%-5.0pp | 35.62%-19.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,185 | $1,089+8.9% | $1,986-40.3% | $2,343-49.4% |
| Participant deferral / active EE | $3,013 | $2,210+36.3% | $2,958+1.8% | $3,332-9.6% |
| Admin fee / account holder | $2,849 | $3,709-23.2% | $5,134-44.5% | $4,645-38.7% |