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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 | $138,704 | $86,949+59.5% | $102,460+35.4% | $80,959+71.3% |
| Participation rate | 73.3% | 72.4%+0.9pp | 76.5%-3.2pp | 67.7%+5.7pp |
| Annual return | 13.44% | 18.89%-5.5pp | 29.47%-16.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,468 | $2,370-38.0% | $3,025-51.5% | $2,757-46.8% |
| Participant deferral / active EE | $5,402 | $4,121+31.1% | $5,056+6.8% | $4,300+25.6% |
| Admin fee / account holder | $11,768 | $8,048+46.2% | $9,460+24.4% | $6,925+69.9% |