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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 | $111,594 | $138,386-19.4% | $184,260-39.4% | $80,935+37.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.7%+12.3pp |
| Annual return | 13.95% | 20.02%-6.1pp | 28.84%-14.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $2,605 | $4,851-46.3% | $6,427-59.5% | $2,757-5.5% |
| Participant deferral / active EE | $7,664 | $7,076+8.3% | $9,133-16.1% | $4,299+78.3% |
| Admin fee / account holder | $2,700 | $10,489-74.3% | $13,898-80.6% | $6,924-61.0% |