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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 | $62,678 | $58,851+6.5% | $115,170-45.6% | $72,983-14.1% |
| Participation rate | 96.9% | 65.5%+31.3pp | 75.9%+21.0pp | 69.5%+27.4pp |
| Annual return | 20.98% | 23.16%-2.2pp | 35.60%-14.6pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,534 | $1,798-14.7% | $3,179-51.8% | $2,440-37.1% |
| Participant deferral / active EE | $3,986 | $2,643+50.9% | $4,169-4.4% | $3,608+10.5% |
| Admin fee / account holder | $562 | $6,370-91.2% | $7,089-92.1% | $5,124-89.0% |