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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 | $80,108 | $76,551+4.6% | $123,894-35.3% | $62,881+27.4% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 7.52% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $6,194 | $2,882+114.9% | $4,617+34.2% | $2,281+171.5% |
| Participant deferral / active EE | $6,116 | $4,840+26.4% | $5,984+2.2% | $3,203+91.0% |
| Admin fee / account holder | $7,559 | $4,826+56.6% | $8,357-9.6% | $4,296+76.0% |