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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 | $105,825 | $106,749-0.9% | $145,433-27.2% | $82,448+28.4% |
| Participation rate | 83.9% | 75.6%+8.2pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 19.88% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $3,053 | $3,444-11.4% | $4,554-33.0% | $2,551+19.7% |
| Participant deferral / active EE | $8,562 | $6,519+31.3% | $7,897+8.4% | $4,139+106.8% |
| Admin fee / account holder | $2,409 | $8,390-71.3% | $13,129-81.6% | $7,234-66.7% |