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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 | $94,308 | $60,349+56.3% | $74,184+27.1% | $62,881+50.0% |
| Participation rate | 86.1% | 72.7%+13.4pp | 76.6%+9.5pp | 69.3%+16.8pp |
| Annual return | 6.28% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,988 | $1,680+18.3% | $2,370-16.1% | $2,281-12.8% |
| Participant deferral / active EE | $4,357 | $2,856+52.5% | $3,550+22.7% | $3,203+36.0% |
| Admin fee / account holder | $1,156 | $4,261-72.9% | $5,586-79.3% | $4,296-73.1% |