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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 | $120,096 | $99,345+20.9% | $84,753+41.7% | $273,972-56.2% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.23% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.2pp |
| Employer contribution / active EE | $4,167 | $4,214-1.1% | $3,574+16.6% | $4,869-14.4% |
| Participant deferral / active EE | $5,068 | $4,270+18.7% | $3,712+36.5% | $5,287-4.2% |
| Admin fee / account holder | $10,955 | $6,645+64.8% | $5,333+105.4% | $10,133+8.1% |