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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 | $81,693 | $64,359+26.9% | $90,161-9.4% | $70,126+16.5% |
| Participation rate | 93.3% | 70.4%+22.9pp | 76.9%+16.5pp | 69.5%+23.8pp |
| Annual return | 16.97% | 28.13%-11.2pp | 34.89%-17.9pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,149 | $2,046+5.0% | $3,318-35.2% | $2,343-8.3% |
| Participant deferral / active EE | $5,925 | $4,389+35.0% | $5,287+12.1% | $3,332+77.8% |
| Admin fee / account holder | $929 | $3,945-76.4% | $5,943-84.4% | $4,645-80.0% |