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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 | $67,382 | $65,367+3.1% | $92,915-27.5% | $72,976-7.7% |
| Participation rate | 77.8% | 68.3%+9.5pp | 76.0%+1.8pp | 69.5%+8.3pp |
| Annual return | 25.98% | 42.11%-16.1pp | 109.45%-83.5pp | 81.02%-55.0pp |
| Employer contribution / active EE | $2,706 | $2,594+4.3% | $3,653-25.9% | $2,440+10.9% |
| Participant deferral / active EE | $6,118 | $3,128+95.6% | $4,238+44.4% | $3,608+69.6% |
| Admin fee / account holder | $4,235 | $4,251-0.4% | $5,796-26.9% | $5,124-17.3% |