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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 | $129,331 | $117,829+9.8% | $102,423+26.3% | $145,877-11.3% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 11.40% | 31.83%-20.4pp | 29.42%-18.0pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,426 | $3,615-60.6% | $3,023-52.8% | $4,663-69.4% |
| Participant deferral / active EE | $4,073 | $5,732-28.9% | $5,054-19.4% | $6,691-39.1% |
| Admin fee / account holder | $5,481 | $13,335-58.9% | $9,455-42.0% | $13,402-59.1% |