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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 | $93,184 | $86,949+7.2% | $102,460-9.1% | $80,959+15.1% |
| Participation rate | 88.2% | 72.4%+15.8pp | 76.5%+11.6pp | 67.7%+20.5pp |
| Annual return | 11.40% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,438 | $2,370+2.9% | $3,025-19.4% | $2,757-11.6% |
| Participant deferral / active EE | $6,169 | $4,121+49.7% | $5,056+22.0% | $4,300+43.5% |
| Admin fee / account holder | $4,678 | $8,048-41.9% | $9,460-50.5% | $6,925-32.4% |