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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 | $113,351 | $114,712-1.2% | $173,730-34.8% | $87,485+29.6% |
| Participation rate | 93.3% | 73.0%+20.3pp | 79.6%+13.8pp | 68.9%+24.4pp |
| Annual return | 18.73% | 20.18%-1.5pp | 19.96%-1.2pp | 26.06%-7.3pp |
| Employer contribution / active EE | $5,590 | $2,904+92.5% | $4,577+22.1% | $2,596+115.3% |
| Participant deferral / active EE | $6,020 | $4,642+29.7% | $6,326-4.8% | $4,274+40.9% |
| Admin fee / account holder | $8,459 | $10,210-17.1% | $17,523-51.7% | $7,775+8.8% |