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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 | $103,701 | $109,359-5.2% | $162,185-36.1% | $72,976+42.1% |
| Participation rate | 87.0% | 84.3%+2.7pp | 87.6%-0.6pp | 69.5%+17.5pp |
| Annual return | 21.75% | 25.46%-3.7pp | 115.61%-93.9pp | 81.02%-59.3pp |
| Employer contribution / active EE | $2,014 | $3,907-48.4% | $5,613-64.1% | $2,440-17.4% |
| Participant deferral / active EE | $6,635 | $5,481+21.1% | $7,297-9.1% | $3,608+83.9% |
| Admin fee / account holder | $7,472 | $7,972-6.3% | $10,844-31.1% | $5,124+45.8% |