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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 | $108,218 | $97,550+10.9% | $120,344-10.1% | $87,485+23.7% |
| Participation rate | 77.1% | 72.8%+4.3pp | 76.7%+0.4pp | 68.9%+8.2pp |
| Annual return | 14.48% | 18.41%-3.9pp | 20.30%-5.8pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,018 | $2,291-55.6% | $3,020-66.3% | $2,596-60.8% |
| Participant deferral / active EE | $2,605 | $4,230-38.4% | $5,135-49.3% | $4,274-39.0% |
| Admin fee / account holder | $2,435 | $9,543-74.5% | $12,742-80.9% | $7,775-68.7% |