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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 | $83,491 | $112,729-25.9% | $98,716-15.4% | $137,256-39.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 19.13% | 38.48%-19.4pp | 31.81%-12.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,875 | $2,725+42.2% | $2,279+70.1% | $4,156-6.8% |
| Participant deferral / active EE | $9,190 | $4,640+98.1% | $4,048+127.0% | $6,407+43.4% |
| Admin fee / account holder | $325 | $10,129-96.8% | $8,703-96.3% | $12,270-97.3% |