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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 | $119,575 | $88,583+35.0% | $88,497+35.1% | $273,972-56.4% |
| Participation rate | 91.3% | 83.5%+7.8pp | 82.4%+8.9pp | 83.0%+8.3pp |
| Annual return | 7.78% | 5.68%+2.1pp | 7.63%+0.2pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,171 | $4,502-51.8% | $4,036-46.2% | $4,869-55.4% |
| Participant deferral / active EE | $3,838 | $4,891-21.5% | $4,899-21.7% | $5,287-27.4% |
| Admin fee / account holder | $590 | $8,980-93.4% | $6,220-90.5% | $10,133-94.2% |