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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 | $106,688 | $101,795+4.8% | $165,100-35.4% | $80,959+31.8% |
| Participation rate | 77.9% | 71.8%+6.1pp | 78.6%-0.7pp | 67.7%+10.3pp |
| Annual return | 15.58% | 16.73%-1.1pp | 70.21%-54.6pp | 35.67%-20.1pp |
| Employer contribution / active EE | $2,106 | $2,954-28.7% | $4,348-51.6% | $2,757-23.6% |
| Participant deferral / active EE | $11,265 | $4,476+151.7% | $6,035+86.7% | $4,300+162.0% |
| Admin fee / account holder | $10,407 | $8,221+26.6% | $12,696-18.0% | $6,925+50.3% |