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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 | $105,378 | $101,763+3.6% | $164,866-36.1% | $80,874+30.3% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.6%+28.8pp |
| Annual return | 15.97% | 16.73%-0.8pp | 69.97%-54.0pp | 35.62%-19.6pp |
| Employer contribution / active EE | $2,229 | $2,954-24.5% | $4,343-48.7% | $2,756-19.1% |
| Participant deferral / active EE | $7,004 | $4,477+56.5% | $6,033+16.1% | $4,297+63.0% |
| Admin fee / account holder | $3,607 | $8,228-56.2% | $12,689-71.6% | $6,935-48.0% |