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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 | $124,860 | $77,472+61.2% | $100,415+24.3% | $80,959+54.2% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.7%+12.3pp |
| Annual return | 14.19% | 37.26%-23.1pp | 49.47%-35.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,280 | $6,818+21.4% | $8,091+2.3% | $4,300+92.5% |
| Admin fee / account holder | $11,132 | $5,885+89.2% | $7,906+40.8% | $6,925+60.7% |