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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 | $153,153 | $84,953+80.3% | $163,379-6.3% | $82,637+85.3% |
| Participation rate | 77.5% | 65.9%+11.6pp | 76.8%+0.7pp | 68.1%+9.4pp |
| Annual return | 16.05% | 23.07%-7.0pp | 63.41%-47.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,298 | $2,183-40.5% | $3,752-65.4% | $2,552-49.1% |
| Participant deferral / active EE | $3,729 | $4,326-13.8% | $6,282-40.6% | $4,126-9.6% |
| Admin fee / account holder | $3,460 | $7,921-56.3% | $9,818-64.8% | $7,339-52.9% |