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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 | $107,412 | $95,453+12.5% | $112,040-4.1% | $82,448+30.3% |
| Participation rate | 98.0% | 72.8%+25.3pp | 76.5%+21.5pp | 68.1%+30.0pp |
| Annual return | 17.77% | 23.92%-6.2pp | 24.52%-6.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,654 | $2,318+57.6% | $2,954+23.7% | $2,551+43.2% |
| Participant deferral / active EE | $5,285 | $4,224+25.1% | $5,098+3.7% | $4,139+27.7% |
| Admin fee / account holder | $5,698 | $9,013-36.8% | $12,098-52.9% | $7,234-21.2% |