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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 | $116,097 | $136,860-15.2% | $120,344-3.5% | $154,746-25.0% |
| Participation rate | 78.6% | 79.9%-1.3pp | 76.7%+1.9pp | 80.7%-2.1pp |
| Annual return | 18.91% | 21.38%-2.5pp | 20.30%-1.4pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,704 | $3,533-23.5% | $3,020-10.5% | $4,379-38.2% |
| Participant deferral / active EE | $6,410 | $5,793+10.7% | $5,135+24.8% | $6,730-4.8% |
| Admin fee / account holder | $4,575 | $15,393-70.3% | $12,742-64.1% | $14,365-68.1% |