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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 | $155,076 | $86,949+78.4% | $102,460+51.4% | $80,959+91.5% |
| Participation rate | 84.7% | 72.4%+12.3pp | 76.5%+8.2pp | 67.7%+17.1pp |
| Annual return | 11.26% | 18.89%-7.6pp | 29.47%-18.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,971 | $2,370-16.8% | $3,025-34.9% | $2,757-28.5% |
| Participant deferral / active EE | $4,779 | $4,121+16.0% | $5,056-5.5% | $4,300+11.1% |
| Admin fee / account holder | $15,144 | $8,048+88.2% | $9,460+60.1% | $6,925+118.7% |