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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 | $80,564 | $73,787+9.2% | $98,716-18.4% | $82,448-2.3% |
| Participation rate | 79.7% | 61.4%+18.3pp | 69.3%+10.4pp | 68.1%+11.6pp |
| Annual return | 17.84% | 18.57%-0.7pp | 31.81%-14.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,187 | $1,511-21.4% | $2,279-47.9% | $2,551-53.5% |
| Participant deferral / active EE | $5,281 | $3,081+71.4% | $4,048+30.5% | $4,139+27.6% |
| Admin fee / account holder | $10,846 | $6,500+66.9% | $8,703+24.6% | $7,234+49.9% |