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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 | $93,456 | $83,898+11.4% | $133,346-29.9% | $94,015-0.6% |
| Participation rate | 93.3% | 63.4%+29.9pp | 72.8%+20.4pp | 70.8%+22.4pp |
| Annual return | 11.39% | 16.00%-4.6pp | 36.85%-25.5pp | 17.84%-6.5pp |
| Employer contribution / active EE | $3,657 | $1,821+100.9% | $2,853+28.2% | $2,790+31.1% |
| Participant deferral / active EE | $4,730 | $3,245+45.8% | $4,332+9.2% | $4,249+11.3% |
| Admin fee / account holder | $5,064 | $7,809-35.1% | $14,264-64.5% | $8,951-43.4% |