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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 | $76,309 | $98,776-22.7% | $149,745-49.0% | $79,856-4.4% |
| Participation rate | 79.2% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.6pp |
| Annual return | 16.36% | 27.38%-11.0pp | 276.72%-260.4pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,792 | $3,217-44.3% | $4,646-61.4% | $2,471-27.5% |
| Participant deferral / active EE | $3,325 | $5,681-41.5% | $6,843-51.4% | $3,741-11.1% |
| Admin fee / account holder | $8,914 | $6,053+47.3% | $9,312-4.3% | $5,306+68.0% |