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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 | $110,839 | $97,550+13.6% | $120,344-7.9% | $87,485+26.7% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.7%-2.2pp | 68.9%+5.6pp |
| Annual return | 13.47% | 18.41%-4.9pp | 20.30%-6.8pp | 26.06%-12.6pp |
| Employer contribution / active EE | $2,006 | $2,291-12.4% | $3,020-33.6% | $2,596-22.7% |
| Participant deferral / active EE | $3,757 | $4,230-11.2% | $5,135-26.8% | $4,274-12.1% |
| Admin fee / account holder | $73,381 | $9,543+669.0% | $12,742+475.9% | $7,775+843.8% |