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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 | $91,795 | $106,524-13.8% | $152,301-39.7% | $87,485+4.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 17.90% | 26.89%-9.0pp | 80.50%-62.6pp | 26.06%-8.2pp |
| Employer contribution / active EE | $3,548 | $3,371+5.2% | $4,624-23.3% | $2,596+36.7% |
| Participant deferral / active EE | $7,482 | $6,525+14.7% | $8,004-6.5% | $4,274+75.1% |
| Admin fee / account holder | $2,723 | $8,287-67.1% | $14,398-81.1% | $7,775-65.0% |