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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 | $113,960 | $86,940+31.1% | $102,434+11.3% | $80,935+40.8% |
| Participation rate | 76.2% | 72.4%+3.8pp | 76.5%-0.3pp | 67.7%+8.5pp |
| Annual return | 12.19% | 18.89%-6.7pp | 29.46%-17.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,509 | $2,370-36.3% | $3,023-50.1% | $2,757-45.3% |
| Participant deferral / active EE | $3,934 | $4,121-4.5% | $5,055-22.2% | $4,299-8.5% |
| Admin fee / account holder | $892 | $8,047-88.9% | $9,462-90.6% | $6,924-87.1% |