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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 | $131,743 | $91,198+44.5% | $178,503-26.2% | $79,856+65.0% |
| Participation rate | 81.8% | 69.2%+12.6pp | 81.9%-0.1pp | 69.6%+12.2pp |
| Annual return | 13.97% | 24.20%-10.2pp | 151.12%-137.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,198 | $3,257-32.5% | $5,011-56.1% | $2,471-11.1% |
| Participant deferral / active EE | $4,378 | $3,237+35.3% | $5,202-15.8% | $3,741+17.0% |
| Admin fee / account holder | $8,816 | $6,748+30.6% | $13,987-37.0% | $5,306+66.1% |