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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 | $69,671 | $107,733-35.3% | $92,985-25.1% | $154,746-55.0% |
| Participation rate | 80.0% | 74.6%+5.4pp | 69.5%+10.5pp | 80.7%-0.7pp |
| Annual return | 13.59% | 30.39%-16.8pp | 27.99%-14.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $5,109 | $3,126+63.4% | $2,662+91.9% | $4,379+16.7% |
| Participant deferral / active EE | $14,874 | $5,053+194.4% | $4,377+239.8% | $6,730+121.0% |
| Admin fee / account holder | $14,836 | $11,369+30.5% | $9,463+56.8% | $14,365+3.3% |