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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 | $129,552 | $86,949+49.0% | $102,460+26.4% | $80,959+60.0% |
| Participation rate | 72.6% | 72.4%+0.2pp | 76.5%-3.9pp | 67.7%+5.0pp |
| Annual return | 13.02% | 18.89%-5.9pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,939 | $2,370+24.0% | $3,025-2.9% | $2,757+6.6% |
| Participant deferral / active EE | $7,637 | $4,121+85.3% | $5,056+51.0% | $4,300+77.6% |
| Admin fee / account holder | $5,231 | $8,048-35.0% | $9,460-44.7% | $6,925-24.5% |