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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 | $85,030 | $76,834+10.7% | $108,359-21.5% | $87,485-2.8% |
| Participation rate | 75.0% | 61.7%+13.3pp | 70.1%+4.9pp | 68.9%+6.1pp |
| Annual return | 13.50% | 19.09%-5.6pp | 36.89%-23.4pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,117 | $1,556-28.2% | $2,399-53.5% | $2,596-57.0% |
| Participant deferral / active EE | $2,873 | $3,100-7.3% | $4,137-30.6% | $4,274-32.8% |
| Admin fee / account holder | $7,671 | $6,537+17.3% | $9,741-21.3% | $7,775-1.3% |