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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 | $141,146 | $95,453+47.9% | $112,040+26.0% | $82,448+71.2% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.5%+20.7pp | 68.1%+29.1pp |
| Annual return | 13.27% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,672 | $2,318+15.3% | $2,954-9.6% | $2,551+4.7% |
| Participant deferral / active EE | $3,506 | $4,224-17.0% | $5,098-31.2% | $4,139-15.3% |
| Admin fee / account holder | $2,737 | $9,013-69.6% | $12,098-77.4% | $7,234-62.2% |