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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 | $99,141 | $138,385-28.4% | $184,200-46.2% | $80,874+22.6% |
| Participation rate | 90.5% | 83.9%+6.6pp | 86.8%+3.6pp | 67.6%+22.8pp |
| Annual return | 15.55% | 20.02%-4.5pp | 28.80%-13.3pp | 35.62%-20.1pp |
| Employer contribution / active EE | $3,752 | $4,849-22.6% | $6,424-41.6% | $2,756+36.1% |
| Participant deferral / active EE | $8,277 | $7,073+17.0% | $9,132-9.4% | $4,297+92.6% |
| Admin fee / account holder | $1,862 | $10,483-82.2% | $13,907-86.6% | $6,935-73.2% |