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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 | $97,035 | $63,365+53.1% | $91,994+5.5% | $72,975+33.0% |
| Participation rate | 88.9% | 72.5%+16.4pp | 78.6%+10.3pp | 69.5%+19.4pp |
| Annual return | 23.61% | 35.35%-11.7pp | 69.04%-45.4pp | 81.01%-57.4pp |
| Employer contribution / active EE | $1,798 | $2,116-15.0% | $3,453-47.9% | $2,440-26.3% |
| Participant deferral / active EE | $7,528 | $4,883+54.2% | $5,924+27.1% | $3,608+108.7% |
| Admin fee / account holder | $3,966 | $4,670-15.1% | $7,744-48.8% | $5,124-22.6% |