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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 | $74,633 | $89,370-16.5% | $141,197-47.1% | $72,976+2.3% |
| Participation rate | 88.5% | 75.1%+13.4pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 34.00% | 111.88%-77.9pp | 71.41%-37.4pp | 81.02%-47.0pp |
| Employer contribution / active EE | $3,318 | $3,115+6.5% | $4,736-29.9% | $2,440+36.0% |
| Participant deferral / active EE | $7,322 | $5,419+35.1% | $6,710+9.1% | $3,608+103.0% |
| Admin fee / account holder | $4,819 | $5,957-19.1% | $10,265-53.1% | $5,124-6.0% |