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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 | $114,951 | $81,276+41.4% | $155,574-26.1% | $80,925+42.0% |
| Participation rate | 71.8% | 66.2%+5.5pp | 78.2%-6.4pp | 67.7%+4.1pp |
| Annual return | 16.36% | 33.36%-17.0pp | 64.87%-48.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $3,596 | $3,103+15.9% | $4,676-23.1% | $2,756+30.4% |
| Participant deferral / active EE | $5,372 | $3,453+55.6% | $5,629-4.6% | $4,299+25.0% |
| Admin fee / account holder | $10,021 | $7,993+25.4% | $15,914-37.0% | $6,940+44.4% |