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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 | $93,326 | $138,386-32.6% | $184,260-49.4% | $80,935+15.3% |
| Participation rate | 91.9% | 83.9%+8.0pp | 86.8%+5.1pp | 67.7%+24.2pp |
| Annual return | 19.85% | 20.02%-0.2pp | 28.84%-9.0pp | 35.66%-15.8pp |
| Employer contribution / active EE | $7,465 | $4,851+53.9% | $6,427+16.1% | $2,757+170.8% |
| Participant deferral / active EE | $5,975 | $7,076-15.5% | $9,133-34.6% | $4,299+39.0% |
| Admin fee / account holder | $8,508 | $10,489-18.9% | $13,898-38.8% | $6,924+22.9% |