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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 | $104,455 | $106,524-1.9% | $152,301-31.4% | $87,485+19.4% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.4%+7.2pp | 68.9%+20.7pp |
| Annual return | 15.89% | 26.89%-11.0pp | 80.50%-64.6pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,036 | $3,371-69.3% | $4,624-77.6% | $2,596-60.1% |
| Participant deferral / active EE | $4,580 | $6,525-29.8% | $8,004-42.8% | $4,274+7.2% |
| Admin fee / account holder | $3,008 | $8,287-63.7% | $14,398-79.1% | $7,775-61.3% |