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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 | $95,686 | $72,492+32.0% | $87,104+9.9% | $72,975+31.1% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.9%+21.9pp | 69.5%+29.2pp |
| Annual return | 19.80% | 24.46%-4.7pp | 28.19%-8.4pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,773 | $1,894-6.4% | $2,521-29.7% | $2,440-27.3% |
| Participant deferral / active EE | $2,440 | $3,270-25.4% | $4,048-39.7% | $3,608-32.4% |
| Admin fee / account holder | $10,819 | $5,055+114.0% | $7,491+44.4% | $5,124+111.1% |