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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 | $121,961 | $99,345+22.8% | $84,753+43.9% | $273,972-55.5% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 10.38% | 22.93%-12.6pp | 22.78%-12.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $3,544 | $4,214-15.9% | $3,574-0.9% | $4,869-27.2% |
| Participant deferral / active EE | $7,539 | $4,270+76.6% | $3,712+103.1% | $5,287+42.6% |
| Admin fee / account holder | $11,507 | $6,645+73.2% | $5,333+115.8% | $10,133+13.6% |