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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 | $86,560 | $143,969-39.9% | $199,883-56.7% | $82,637+4.7% |
| Participation rate | 89.7% | 84.1%+5.5pp | 86.8%+2.9pp | 68.1%+21.6pp |
| Annual return | 17.18% | 25.67%-8.5pp | 43.81%-26.6pp | 53.51%-36.3pp |
| Employer contribution / active EE | $6,110 | $4,632+31.9% | $6,261-2.4% | $2,552+139.4% |
| Participant deferral / active EE | $9,711 | $6,937+40.0% | $9,138+6.3% | $4,126+135.4% |
| Admin fee / account holder | $5,501 | $14,597-62.3% | $17,268-68.1% | $7,339-25.0% |