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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 | $69,623 | $86,949-19.9% | $102,460-32.0% | $80,959-14.0% |
| Participation rate | 85.0% | 72.4%+12.6pp | 76.5%+8.5pp | 67.7%+17.3pp |
| Annual return | 11.86% | 18.89%-7.0pp | 29.47%-17.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,881 | $2,370-20.6% | $3,025-37.8% | $2,757-31.8% |
| Participant deferral / active EE | $4,852 | $4,121+17.7% | $5,056-4.0% | $4,300+12.8% |
| Admin fee / account holder | $10,475 | $8,048+30.2% | $9,460+10.7% | $6,925+51.3% |