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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 | $88,206 | $72,273+22.0% | $101,275-12.9% | $79,856+10.5% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 19.34% | 22.30%-3.0pp | 46.48%-27.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,294 | $2,691-51.9% | $3,660-64.7% | $2,471-47.7% |
| Participant deferral / active EE | $4,671 | $3,282+42.3% | $4,371+6.9% | $3,741+24.9% |
| Admin fee / account holder | $4,162 | $4,401-5.4% | $5,948-30.0% | $5,306-21.6% |