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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 | $132,261 | $108,825+21.5% | $156,181-15.3% | $82,448+60.4% |
| Participation rate | 70.0% | 72.4%-2.4pp | 78.8%-8.8pp | 68.1%+1.9pp |
| Annual return | 16.06% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,117 | $2,870-26.2% | $4,294-50.7% | $2,551-17.0% |
| Participant deferral / active EE | $7,058 | $4,577+54.2% | $6,132+15.1% | $4,139+70.5% |
| Admin fee / account holder | $4,909 | $9,341-47.4% | $14,586-66.3% | $7,234-32.2% |