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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 | $97,951 | $86,938+12.7% | $102,423-4.4% | $80,925+21.0% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+19.0pp | 67.7%+27.8pp |
| Annual return | 19.40% | 18.89%+0.5pp | 29.42%-10.0pp | 35.65%-16.3pp |
| Employer contribution / active EE | $5,532 | $2,369+133.5% | $3,023+83.0% | $2,756+100.7% |
| Participant deferral / active EE | $6,861 | $4,120+66.5% | $5,054+35.8% | $4,299+59.6% |
| Admin fee / account holder | $2,302 | $8,053-71.4% | $9,455-75.6% | $6,940-66.8% |