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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 | $107,868 | $106,749+1.0% | $145,433-25.8% | $82,448+30.8% |
| Participation rate | 95.6% | 75.6%+19.9pp | 82.1%+13.4pp | 68.1%+27.5pp |
| Annual return | 17.26% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,868 | $3,444-16.7% | $4,554-37.0% | $2,551+12.4% |
| Participant deferral / active EE | $7,192 | $6,519+10.3% | $7,897-8.9% | $4,139+73.7% |
| Admin fee / account holder | $8,485 | $8,390+1.1% | $13,129-35.4% | $7,234+17.3% |