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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 | $112,181 | $81,276+38.0% | $155,574-27.9% | $80,925+38.6% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.6pp | 67.7%+25.2pp |
| Annual return | 13.66% | 33.36%-19.7pp | 64.87%-51.2pp | 35.65%-22.0pp |
| Employer contribution / active EE | $2,639 | $3,103-15.0% | $4,676-43.6% | $2,756-4.3% |
| Participant deferral / active EE | $4,379 | $3,453+26.8% | $5,629-22.2% | $4,299+1.9% |
| Admin fee / account holder | $15,344 | $7,993+92.0% | $15,914-3.6% | $6,940+121.1% |