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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 | $86,556 | $86,919-0.4% | $102,457-15.5% | $80,911+7.0% |
| Participation rate | 90.7% | 72.4%+18.3pp | 76.5%+14.2pp | 67.6%+23.0pp |
| Annual return | 17.04% | 18.90%-1.9pp | 29.41%-12.4pp | 35.63%-18.6pp |
| Employer contribution / active EE | $2,270 | $2,368-4.2% | $3,022-24.9% | $2,756-17.6% |
| Participant deferral / active EE | $5,351 | $4,119+29.9% | $5,054+5.9% | $4,297+24.5% |
| Admin fee / account holder | $1,328 | $8,049-83.5% | $9,451-85.9% | $6,935-80.8% |