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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 | $84,959 | $58,493+45.2% | $84,023+1.1% | $72,976+16.4% |
| Participation rate | 89.5% | 61.2%+28.2pp | 69.0%+20.5pp | 69.5%+20.0pp |
| Annual return | 22.90% | 28.93%-6.0pp | 71.32%-48.4pp | 81.02%-58.1pp |
| Employer contribution / active EE | $1,926 | $1,163+65.6% | $1,984-2.9% | $2,440-21.1% |
| Participant deferral / active EE | $3,780 | $2,394+57.9% | $3,239+16.7% | $3,608+4.8% |
| Admin fee / account holder | $4,047 | $4,569-11.4% | $6,102-33.7% | $5,124-21.0% |