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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 | $132,912 | $90,486+46.9% | $78,676+68.9% | $273,972-51.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 6.73% | 75.62%-68.9pp | 62.19%-55.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,949 | $3,175-38.6% | $2,850-31.6% | $4,869-60.0% |
| Participant deferral / active EE | $10,279 | $3,901+163.5% | $3,517+192.3% | $5,287+94.4% |
| Admin fee / account holder | $1,412 | $5,263-73.2% | $4,510-68.7% | $10,133-86.1% |