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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 | $112,085 | $94,031+19.2% | $115,768-3.2% | $82,448+35.9% |
| Participation rate | 95.9% | 70.4%+25.5pp | 74.4%+21.5pp | 68.1%+27.9pp |
| Annual return | 16.90% | 20.61%-3.7pp | 100.46%-83.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,678 | $2,323+15.2% | $2,940-8.9% | $2,551+5.0% |
| Participant deferral / active EE | $7,481 | $3,972+88.4% | $4,917+52.1% | $4,139+80.7% |
| Admin fee / account holder | $4,669 | $10,249-54.4% | $12,439-62.5% | $7,234-35.5% |