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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 | $103,346 | $81,233+27.2% | $155,567-33.6% | $80,874+27.8% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 12.38% | 33.33%-20.9pp | 64.74%-52.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $3,436 | $3,101+10.8% | $4,674-26.5% | $2,756+24.7% |
| Participant deferral / active EE | $4,129 | $3,452+19.6% | $5,628-26.6% | $4,297-3.9% |
| Admin fee / account holder | $1,160 | $7,998-85.5% | $15,916-92.7% | $6,935-83.3% |