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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 | $192,132 | $95,453+101.3% | $112,040+71.5% | $82,448+133.0% |
| Participation rate | 76.8% | 72.8%+4.1pp | 76.5%+0.3pp | 68.1%+8.7pp |
| Annual return | 14.37% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,447 | $2,318-37.6% | $2,954-51.0% | $2,551-43.3% |
| Participant deferral / active EE | $6,773 | $4,224+60.4% | $5,098+32.9% | $4,139+63.6% |
| Admin fee / account holder | $3,341 | $9,013-62.9% | $12,098-72.4% | $7,234-53.8% |