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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 | $134,830 | $108,825+23.9% | $156,181-13.7% | $82,448+63.5% |
| Participation rate | 78.8% | 72.4%+6.5pp | 78.8%0pp | 68.1%+10.8pp |
| Annual return | 12.89% | 20.59%-7.7pp | 64.87%-52.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,464 | $2,870-14.1% | $4,294-42.6% | $2,551-3.4% |
| Participant deferral / active EE | $4,534 | $4,577-1.0% | $6,132-26.1% | $4,139+9.5% |
| Admin fee / account holder | $9,830 | $9,341+5.2% | $14,586-32.6% | $7,234+35.9% |