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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 | $119,496 | $72,607+64.6% | $90,259+32.4% | $87,485+36.6% |
| Participation rate | 83.6% | 64.8%+18.8pp | 70.7%+12.9pp | 68.9%+14.7pp |
| Annual return | 13.92% | 18.59%-4.7pp | 18.88%-5.0pp | 26.06%-12.1pp |
| Employer contribution / active EE | $655 | $1,919-65.9% | $2,291-71.4% | $2,596-74.8% |
| Participant deferral / active EE | $8,841 | $3,055+189.4% | $3,827+131.0% | $4,274+106.9% |
| Admin fee / account holder | $19,865 | $5,947+234.0% | $7,267+173.3% | $7,775+155.5% |