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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 | $79,271 | $73,988+7.1% | $96,538-17.9% | $75,177+5.4% |
| Participation rate | 78.0% | 66.4%+11.6pp | 74.3%+3.7pp | 67.2%+10.8pp |
| Annual return | 13.85% | 26.73%-12.9pp | 35.74%-21.9pp | 160.75%-146.9pp |
| Employer contribution / active EE | $5,438 | $2,930+85.6% | $3,740+45.4% | $2,671+103.6% |
| Participant deferral / active EE | $5,607 | $3,660+53.2% | $4,880+14.9% | $4,126+35.9% |
| Admin fee / account holder | $4,817 | $5,220-7.7% | $6,737-28.5% | $5,651-14.8% |