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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 | $136,886 | $90,400+51.4% | $186,193-26.5% | $87,485+56.5% |
| Participation rate | 70.4% | 66.2%+4.2pp | 77.1%-6.7pp | 68.9%+1.4pp |
| Annual return | 17.05% | 22.15%-5.1pp | 78.03%-61.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,875 | $2,170+32.5% | $3,918-26.6% | $2,596+10.7% |
| Participant deferral / active EE | $7,512 | $4,330+73.5% | $6,513+15.3% | $4,274+75.8% |
| Admin fee / account holder | $883 | $8,673-89.8% | $11,058-92.0% | $7,775-88.6% |