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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 | $124,144 | $96,558+28.6% | $80,977+53.3% | $273,972-54.7% |
| Participation rate | 93.3% | 79.1%+14.3pp | 75.8%+17.5pp | 83.0%+10.3pp |
| Annual return | 8.15% | 15.14%-7.0pp | 17.11%-9.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,732 | $4,869-64.4% | $3,715-53.4% | $4,869-64.4% |
| Participant deferral / active EE | $4,224 | $6,598-36.0% | $5,696-25.8% | $5,287-20.1% |
| Admin fee / account holder | $17,263 | $7,493+130.4% | $5,517+212.9% | $10,133+70.4% |