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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 | $123,191 | $78,015+57.9% | $178,505-31.0% | $80,959+52.2% |
| Participation rate | 79.6% | 65.7%+14.0pp | 77.1%+2.5pp | 67.7%+12.0pp |
| Annual return | 16.50% | 18.10%-1.6pp | 27.16%-10.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $3,620 | $2,281+58.7% | $3,955-8.5% | $2,757+31.3% |
| Participant deferral / active EE | $8,999 | $4,406+104.3% | $6,280+43.3% | $4,300+109.3% |
| Admin fee / account holder | $4,386 | $7,160-38.7% | $10,428-57.9% | $6,925-36.7% |