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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 | $130,168 | $86,949+49.7% | $102,460+27.0% | $80,959+60.8% |
| Participation rate | 81.4% | 72.4%+9.0pp | 76.5%+4.9pp | 67.7%+13.7pp |
| Annual return | 15.23% | 18.89%-3.7pp | 29.47%-14.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,161 | $2,370-51.0% | $3,025-61.6% | $2,757-57.9% |
| Participant deferral / active EE | $3,334 | $4,121-19.1% | $5,056-34.1% | $4,300-22.5% |
| Admin fee / account holder | $3,060 | $8,048-62.0% | $9,460-67.7% | $6,925-55.8% |