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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 | $121,409 | $118,488+2.5% | $98,462+23.3% | $139,487-13.0% |
| Participation rate | 71.4% | 77.5%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 21.51% | 18.96%+2.5pp | 21.17%+0.3pp | 373.84%-352.3pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,100 | $5,393-61.1% | $4,738-55.7% | $6,713-68.7% |
| Admin fee / account holder | $4,198 | $13,868-69.7% | $8,875-52.7% | $11,407-63.2% |