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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 | $108,747 | $86,938+25.1% | $102,423+6.2% | $80,925+34.4% |
| Participation rate | 84.4% | 72.4%+12.0pp | 76.5%+7.9pp | 67.7%+16.7pp |
| Annual return | 13.05% | 18.89%-5.8pp | 29.42%-16.4pp | 35.65%-22.6pp |
| Employer contribution / active EE | $3,005 | $2,369+26.9% | $3,023-0.6% | $2,756+9.0% |
| Participant deferral / active EE | $7,411 | $4,120+79.9% | $5,054+46.6% | $4,299+72.4% |
| Admin fee / account holder | $27,302 | $8,053+239.1% | $9,455+188.8% | $6,940+293.4% |