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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 | $106,398 | $126,661-16.0% | $113,397-6.2% | $138,895-23.4% |
| Participation rate | 89.5% | 79.4%+10.0pp | 76.5%+13.0pp | 79.9%+9.6pp |
| Annual return | 14.48% | 25.05%-10.6pp | 23.20%-8.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,294 | $3,456-33.6% | $2,977-23.0% | $4,194-45.3% |
| Participant deferral / active EE | $6,653 | $5,693+16.9% | $5,076+31.0% | $6,396+4.0% |
| Admin fee / account holder | $3,918 | $14,549-73.1% | $11,957-67.2% | $12,562-68.8% |