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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 | $106,968 | $78,015+37.1% | $178,505-40.1% | $80,959+32.1% |
| Participation rate | 73.1% | 65.7%+7.4pp | 77.1%-4.0pp | 67.7%+5.4pp |
| Annual return | 16.30% | 18.10%-1.8pp | 27.16%-10.9pp | 35.67%-19.4pp |
| Employer contribution / active EE | $2,795 | $2,281+22.5% | $3,955-29.3% | $2,757+1.4% |
| Participant deferral / active EE | $8,285 | $4,406+88.1% | $6,280+31.9% | $4,300+92.7% |
| Admin fee / account holder | $9,319 | $7,160+30.1% | $10,428-10.6% | $6,925+34.6% |