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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 | $138,386-28.4% | $184,260-46.2% | $80,935+22.5% |
| Participation rate | 90.5% | 83.9%+6.6pp | 86.8%+3.7pp | 67.7%+22.8pp |
| Annual return | 15.55% | 20.02%-4.5pp | 28.84%-13.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $3,752 | $4,851-22.7% | $6,427-41.6% | $2,757+36.1% |
| Participant deferral / active EE | $8,277 | $7,076+17.0% | $9,133-9.4% | $4,299+92.5% |
| Admin fee / account holder | $1,862 | $10,489-82.2% | $13,898-86.6% | $6,924-73.1% |