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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 | $85,489 | $80,992+5.6% | $96,534-11.4% | $75,173+13.7% |
| Participation rate | 89.7% | 71.8%+17.9pp | 76.0%+13.7pp | 67.2%+22.5pp |
| Annual return | 19.00% | 27.05%-8.0pp | 25.88%-6.9pp | 160.72%-141.7pp |
| Employer contribution / active EE | $2,978 | $2,283+30.5% | $2,965+0.4% | $2,671+11.5% |
| Participant deferral / active EE | $6,648 | $3,929+69.2% | $4,851+37.0% | $4,126+61.1% |
| Admin fee / account holder | $2,945 | $6,717-56.2% | $8,253-64.3% | $5,651-47.9% |