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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 | $84,976 | $107,809-21.2% | $97,032-12.4% | $155,188-45.2% |
| Participation rate | 88.9% | 75.5%+13.4pp | 71.6%+17.3pp | 80.8%+8.1pp |
| Annual return | 13.66% | 38.06%-24.4pp | 35.38%-21.7pp | 148.84%-135.2pp |
| Employer contribution / active EE | $1,421 | $2,911-51.2% | $2,629-45.9% | $4,248-66.5% |
| Participant deferral / active EE | $3,060 | $5,129-40.4% | $4,672-34.5% | $6,531-53.2% |
| Admin fee / account holder | $11,531 | $10,717+7.6% | $9,418+22.4% | $14,480-20.4% |