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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 | $128,371 | $77,460+65.7% | $100,378+27.9% | $80,925+58.6% |
| Participation rate | 96.7% | 76.9%+19.7pp | 81.5%+15.2pp | 67.7%+29.0pp |
| Annual return | 17.83% | 37.24%-19.4pp | 49.41%-31.6pp | 35.65%-17.8pp |
| Employer contribution / active EE | $1,850 | $2,801-34.0% | $3,942-53.1% | $2,756-32.9% |
| Participant deferral / active EE | $6,377 | $6,818-6.5% | $8,087-21.1% | $4,299+48.3% |
| Admin fee / account holder | $3,463 | $5,887-41.2% | $7,899-56.2% | $6,940-50.1% |