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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 | $87,814 | $87,059+0.9% | $105,608-16.8% | $80,925+8.5% |
| Participation rate | 78.9% | 70.4%+8.5pp | 75.3%+3.7pp | 67.7%+11.3pp |
| Annual return | 14.86% | 17.05%-2.2pp | 116.50%-101.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,935 | $2,396-19.3% | $3,167-38.9% | $2,756-29.8% |
| Participant deferral / active EE | $5,212 | $3,986+30.8% | $5,010+4.0% | $4,299+21.3% |
| Admin fee / account holder | $17,594 | $8,443+108.4% | $11,028+59.5% | $6,940+153.5% |