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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 | $138,260 | $108,825+27.0% | $156,181-11.5% | $82,448+67.7% |
| Participation rate | 80.8% | 72.4%+8.4pp | 78.8%+1.9pp | 68.1%+12.7pp |
| Annual return | 14.99% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,602 | $2,870-44.2% | $4,294-62.7% | $2,551-37.2% |
| Participant deferral / active EE | $4,588 | $4,577+0.2% | $6,132-25.2% | $4,139+10.8% |
| Admin fee / account holder | $3,178 | $9,341-66.0% | $14,586-78.2% | $7,234-56.1% |