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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 | $104,803 | $106,864-1.9% | $147,318-28.9% | $82,637+26.8% |
| Participation rate | 81.1% | 75.5%+5.6pp | 82.1%-1.0pp | 68.1%+13.0pp |
| Annual return | 16.92% | 27.49%-10.6pp | 70.43%-53.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $3,412 | $3,417-0.1% | $4,593-25.7% | $2,552+33.7% |
| Participant deferral / active EE | $9,432 | $6,496+45.2% | $7,906+19.3% | $4,126+128.6% |
| Admin fee / account holder | $932 | $8,415-88.9% | $13,708-93.2% | $7,339-87.3% |