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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 | $128,114 | $106,524+20.3% | $152,301-15.9% | $87,485+46.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.4%-7.4pp | 68.9%+6.1pp |
| Annual return | 14.64% | 26.89%-12.3pp | 80.50%-65.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,546 | $3,371-54.1% | $4,624-66.6% | $2,596-40.5% |
| Participant deferral / active EE | $4,188 | $6,525-35.8% | $8,004-47.7% | $4,274-2.0% |
| Admin fee / account holder | $1,033 | $8,287-87.5% | $14,398-92.8% | $7,775-86.7% |