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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 | $131,477 | $108,825+20.8% | $156,181-15.8% | $82,448+59.5% |
| Participation rate | 81.7% | 72.4%+9.3pp | 78.8%+2.9pp | 68.1%+13.6pp |
| Annual return | 14.31% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,014 | $2,870-64.7% | $4,294-76.4% | $2,551-60.2% |
| Participant deferral / active EE | $4,844 | $4,577+5.8% | $6,132-21.0% | $4,139+17.0% |
| Admin fee / account holder | $8,317 | $9,341-11.0% | $14,586-43.0% | $7,234+15.0% |