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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 | $92,709 | $95,453-2.9% | $112,040-17.3% | $82,448+12.4% |
| Participation rate | 83.6% | 72.8%+10.9pp | 76.5%+7.1pp | 68.1%+15.6pp |
| Annual return | 14.65% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,809 | $2,318+21.2% | $2,954-4.9% | $2,551+10.1% |
| Participant deferral / active EE | $4,355 | $4,224+3.1% | $5,098-14.6% | $4,139+5.2% |
| Admin fee / account holder | $4,394 | $9,013-51.3% | $12,098-63.7% | $7,234-39.3% |