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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 | $129,174 | $81,233+59.0% | $155,567-17.0% | $80,874+59.7% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.2pp | 67.6%+8.4pp |
| Annual return | 11.01% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,256 | $3,101-59.5% | $4,674-73.1% | $2,756-54.4% |
| Participant deferral / active EE | $5,843 | $3,452+69.2% | $5,628+3.8% | $4,297+36.0% |
| Admin fee / account holder | $11,138 | $7,998+39.3% | $15,916-30.0% | $6,935+60.6% |