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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 | $69,506 | $86,922-20.0% | $102,438-32.1% | $80,874-14.1% |
| Participation rate | 74.2% | 72.4%+1.8pp | 76.5%-2.3pp | 67.6%+6.5pp |
| Annual return | 12.49% | 18.90%-6.4pp | 29.37%-16.9pp | 35.62%-23.1pp |
| Employer contribution / active EE | $3,944 | $2,369+66.5% | $3,024+30.4% | $2,756+43.1% |
| Participant deferral / active EE | $9,263 | $4,119+124.9% | $5,054+83.3% | $4,297+115.6% |
| Admin fee / account holder | $13,749 | $8,050+70.8% | $9,448+45.5% | $6,935+98.2% |