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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 | $81,966 | $77,814+5.3% | $158,223-48.2% | $86,983-5.8% |
| Participation rate | 91.2% | 68.4%+22.8pp | 79.2%+12.0pp | 69.5%+21.6pp |
| Annual return | 19.21% | 30.54%-11.3pp | 52.09%-32.9pp | 25.83%-6.6pp |
| Employer contribution / active EE | $2,229 | $2,592-14.0% | $4,109-45.7% | $2,584-13.7% |
| Participant deferral / active EE | $3,727 | $3,270+14.0% | $5,467-31.8% | $4,194-11.1% |
| Admin fee / account holder | $1,720 | $5,879-70.7% | $16,047-89.3% | $7,856-78.1% |