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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 | $128,161 | $71,057+80.4% | $93,654+36.8% | $80,874+58.5% |
| Participation rate | 71.9% | 60.4%+11.5pp | 68.7%+3.2pp | 67.6%+4.2pp |
| Annual return | 12.96% | 11.26%+1.7pp | 133.34%-120.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $853 | $1,564-45.4% | $2,421-64.8% | $2,756-69.0% |
| Participant deferral / active EE | $3,136 | $4,034-22.3% | $4,413-28.9% | $4,297-27.0% |
| Admin fee / account holder | $6,186 | $6,944-10.9% | $8,282-25.3% | $6,935-10.8% |