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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 | $101,885 | $95,453+6.7% | $112,040-9.1% | $82,448+23.6% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.5%+14.1pp | 68.1%+22.5pp |
| Annual return | 12.77% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.9pp |
| Employer contribution / active EE | $801 | $2,318-65.5% | $2,954-72.9% | $2,551-68.6% |
| Participant deferral / active EE | $8,211 | $4,224+94.4% | $5,098+61.1% | $4,139+98.4% |
| Admin fee / account holder | $5,041 | $9,013-44.1% | $12,098-58.3% | $7,234-30.3% |