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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 | $101,842 | $81,262+25.3% | $155,602-34.5% | $80,911+25.9% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 11.73% | 33.34%-21.6pp | 64.81%-53.1pp | 35.63%-23.9pp |
| Employer contribution / active EE | $3,072 | $3,102-1.0% | $4,675-34.3% | $2,756+11.5% |
| Participant deferral / active EE | $3,894 | $3,451+12.8% | $5,629-30.8% | $4,297-9.4% |
| Admin fee / account holder | $2,503 | $7,992-68.7% | $15,923-84.3% | $6,935-63.9% |