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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 | $122,154 | $81,446+50.0% | $103,374+18.2% | $80,874+51.0% |
| Participation rate | 75.8% | 66.9%+9.0pp | 74.5%+1.3pp | 67.6%+8.2pp |
| Annual return | 13.15% | 25.57%-12.4pp | 24.89%-11.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,386 | $3,107-55.4% | $3,869-64.2% | $2,756-49.7% |
| Participant deferral / active EE | $6,421 | $3,870+65.9% | $5,058+27.0% | $4,297+49.4% |
| Admin fee / account holder | $14,938 | $6,715+122.5% | $8,394+78.0% | $6,935+115.4% |