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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 | $163,000 | $73,787+120.9% | $98,716+65.1% | $82,448+97.7% |
| Participation rate | 90.2% | 61.4%+28.8pp | 69.3%+21.0pp | 68.1%+22.2pp |
| Annual return | 15.89% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,162 | $1,511+109.2% | $2,279+38.8% | $2,551+24.0% |
| Participant deferral / active EE | $2,343 | $3,081-23.9% | $4,048-42.1% | $4,139-43.4% |
| Admin fee / account holder | $5,639 | $6,500-13.3% | $8,703-35.2% | $7,234-22.1% |