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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 | $94,441 | $81,276+16.2% | $155,574-39.3% | $80,925+16.7% |
| Participation rate | 72.3% | 66.2%+6.1pp | 78.2%-5.9pp | 67.7%+4.7pp |
| Annual return | 18.22% | 33.36%-15.1pp | 64.87%-46.6pp | 35.65%-17.4pp |
| Employer contribution / active EE | $3,398 | $3,103+9.5% | $4,676-27.3% | $2,756+23.3% |
| Participant deferral / active EE | $6,013 | $3,453+74.1% | $5,629+6.8% | $4,299+39.9% |
| Admin fee / account holder | $543 | $7,993-93.2% | $15,914-96.6% | $6,940-92.2% |