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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 | $88,384 | $138,386-36.1% | $184,260-52.0% | $80,935+9.2% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.1pp | 67.7%+26.2pp |
| Annual return | 12.18% | 20.02%-7.8pp | 28.84%-16.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $5,253 | $4,851+8.3% | $6,427-18.3% | $2,757+90.6% |
| Participant deferral / active EE | $8,898 | $7,076+25.8% | $9,133-2.6% | $4,299+107.0% |
| Admin fee / account holder | $22,468 | $10,489+114.2% | $13,898+61.7% | $6,924+224.5% |