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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 | $66,137 | $56,894+16.2% | $84,753-22.0% | $62,881+5.2% |
| Participation rate | 92.0% | 68.5%+23.5pp | 76.6%+15.4pp | 69.3%+22.7pp |
| Annual return | 8.65% | 6.30%+2.3pp | 22.78%-14.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,028 | $2,400-15.5% | $3,574-43.3% | $2,281-11.1% |
| Participant deferral / active EE | $2,022 | $2,709-25.4% | $3,712-45.5% | $3,203-36.9% |
| Admin fee / account holder | $1,877 | $3,581-47.6% | $5,333-64.8% | $4,296-56.3% |