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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 | $134,716 | $106,524+26.5% | $152,301-11.5% | $87,485+54.0% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.4%+7.3pp | 68.9%+20.9pp |
| Annual return | 16.27% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.8pp |
| Employer contribution / active EE | $3,266 | $3,371-3.1% | $4,624-29.4% | $2,596+25.8% |
| Participant deferral / active EE | $12,583 | $6,525+92.8% | $8,004+57.2% | $4,274+194.4% |
| Admin fee / account holder | $19,303 | $8,287+132.9% | $14,398+34.1% | $7,775+148.3% |