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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 | $116,800 | $76,834+52.0% | $108,359+7.8% | $87,485+33.5% |
| Participation rate | 76.9% | 61.7%+15.2pp | 70.1%+6.8pp | 68.9%+8.0pp |
| Annual return | 15.11% | 19.09%-4.0pp | 36.89%-21.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $672 | $1,556-56.9% | $2,399-72.0% | $2,596-74.1% |
| Participant deferral / active EE | $7,463 | $3,100+140.7% | $4,137+80.4% | $4,274+74.6% |
| Admin fee / account holder | $10,811 | $6,537+65.4% | $9,741+11.0% | $7,775+39.0% |