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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 | $116,671 | $86,919+34.2% | $102,457+13.9% | $80,911+44.2% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.6%+28.4pp |
| Annual return | 12.62% | 18.90%-6.3pp | 29.41%-16.8pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,045 | $2,368-55.9% | $3,022-65.4% | $2,756-62.1% |
| Participant deferral / active EE | $7,295 | $4,119+77.1% | $5,054+44.3% | $4,297+69.8% |
| Admin fee / account holder | $4,156 | $8,049-48.4% | $9,451-56.0% | $6,935-40.1% |