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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 | $115,986 | $106,749+8.7% | $145,433-20.2% | $82,448+40.7% |
| Participation rate | 77.8% | 75.6%+2.1pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 18.51% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $3,065 | $3,444-11.0% | $4,554-32.7% | $2,551+20.1% |
| Participant deferral / active EE | $9,092 | $6,519+39.5% | $7,897+15.1% | $4,139+119.7% |
| Admin fee / account holder | $2,081 | $8,390-75.2% | $13,129-84.1% | $7,234-71.2% |