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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 | $114,223 | $86,949+31.4% | $102,460+11.5% | $80,959+41.1% |
| Participation rate | 97.8% | 72.4%+25.4pp | 76.5%+21.3pp | 67.7%+30.2pp |
| Annual return | 12.44% | 18.89%-6.5pp | 29.47%-17.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,634 | $2,370-31.0% | $3,025-46.0% | $2,757-40.7% |
| Participant deferral / active EE | $3,716 | $4,121-9.8% | $5,056-26.5% | $4,300-13.6% |
| Admin fee / account holder | $18,320 | $8,048+127.6% | $9,460+93.7% | $6,925+164.5% |