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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 | $122,154 | $93,055+31.3% | $153,741-20.5% | $80,959+50.9% |
| Participation rate | 93.3% | 69.0%+24.3pp | 77.1%+16.2pp | 67.7%+25.7pp |
| Annual return | 11.41% | 19.97%-8.6pp | 15.71%-4.3pp | 35.67%-24.3pp |
| Employer contribution / active EE | $4,164 | $3,504+18.8% | $5,042-17.4% | $2,757+51.0% |
| Participant deferral / active EE | $3,756 | $5,172-27.4% | $6,757-44.4% | $4,300-12.7% |
| Admin fee / account holder | $7,960 | $8,881-10.4% | $12,749-37.6% | $6,925+14.9% |