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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 | $123,492 | $95,453+29.4% | $112,040+10.2% | $82,448+49.8% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 13.53% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,148 | $2,318-50.5% | $2,954-61.1% | $2,551-55.0% |
| Participant deferral / active EE | $3,780 | $4,224-10.5% | $5,098-25.9% | $4,139-8.7% |
| Admin fee / account holder | $3,340 | $9,013-62.9% | $12,098-72.4% | $7,234-53.8% |