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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 | $125,584 | $138,385-9.3% | $184,243-31.8% | $80,925+55.2% |
| Participation rate | 84.8% | 83.9%+0.9pp | 86.8%-2.0pp | 67.7%+17.2pp |
| Annual return | 18.60% | 20.02%-1.4pp | 28.82%-10.2pp | 35.65%-17.0pp |
| Employer contribution / active EE | $6,375 | $4,851+31.4% | $6,427-0.8% | $2,756+131.3% |
| Participant deferral / active EE | $12,931 | $7,075+82.8% | $9,132+41.6% | $4,299+200.8% |
| Admin fee / account holder | $763 | $10,489-92.7% | $13,914-94.5% | $6,940-89.0% |