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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 | $132,211 | $106,524+24.1% | $152,301-13.2% | $87,485+51.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 14.98% | 26.89%-11.9pp | 80.50%-65.5pp | 26.06%-11.1pp |
| Employer contribution / active EE | $2,120 | $3,371-37.1% | $4,624-54.2% | $2,596-18.4% |
| Participant deferral / active EE | $8,963 | $6,525+37.4% | $8,004+12.0% | $4,274+109.7% |
| Admin fee / account holder | $34,495 | $8,287+316.3% | $14,398+139.6% | $7,775+343.7% |