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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 | $92,967 | $86,938+6.9% | $102,423-9.2% | $80,925+14.9% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.7%+7.3pp |
| Annual return | 19.79% | 18.89%+0.9pp | 29.42%-9.6pp | 35.65%-15.9pp |
| Employer contribution / active EE | $2,376 | $2,369+0.3% | $3,023-21.4% | $2,756-13.8% |
| Participant deferral / active EE | $4,517 | $4,120+9.6% | $5,054-10.6% | $4,299+5.1% |
| Admin fee / account holder | $5,282 | $8,053-34.4% | $9,455-44.1% | $6,940-23.9% |