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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 | $134,300 | $86,922+54.5% | $102,438+31.1% | $80,874+66.1% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.6%+19.9pp |
| Annual return | 11.23% | 18.90%-7.7pp | 29.37%-18.1pp | 35.62%-24.4pp |
| Employer contribution / active EE | $3,054 | $2,369+28.9% | $3,024+1.0% | $2,756+10.8% |
| Participant deferral / active EE | $6,866 | $4,119+66.7% | $5,054+35.9% | $4,297+59.8% |
| Admin fee / account holder | $5,913 | $8,050-26.5% | $9,448-37.4% | $6,935-14.7% |