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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 | $138,946 | $106,524+30.4% | $152,301-8.8% | $87,485+58.8% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.4%-11.9pp | 68.9%+1.7pp |
| Annual return | 15.85% | 26.89%-11.0pp | 80.50%-64.6pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,682 | $3,371-50.1% | $4,624-63.6% | $2,596-35.2% |
| Participant deferral / active EE | $8,591 | $6,525+31.7% | $8,004+7.3% | $4,274+101.0% |
| Admin fee / account holder | $5,552 | $8,287-33.0% | $14,398-61.4% | $7,775-28.6% |