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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 | $93,903 | $162,967-42.4% | $135,792-30.8% | $138,895-32.4% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.6%+14.9pp | 79.9%+7.6pp |
| Annual return | 13.14% | 30.08%-16.9pp | 25.96%-12.8pp | 145.39%-132.3pp |
| Employer contribution / active EE | $2,592 | $4,211-38.4% | $3,496-25.8% | $4,194-38.2% |
| Participant deferral / active EE | $7,701 | $5,640+36.5% | $4,759+61.8% | $6,396+20.4% |
| Admin fee / account holder | $20,423 | $15,306+33.4% | $12,266+66.5% | $12,562+62.6% |