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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 | $99,159 | $86,949+14.0% | $102,460-3.2% | $80,959+22.5% |
| Participation rate | 93.4% | 72.4%+21.0pp | 76.5%+16.9pp | 67.7%+25.8pp |
| Annual return | 14.22% | 18.89%-4.7pp | 29.47%-15.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $8,522 | $2,370+259.6% | $3,025+181.7% | $2,757+209.1% |
| Participant deferral / active EE | $6,703 | $4,121+62.6% | $5,056+32.6% | $4,300+55.9% |
| Admin fee / account holder | $684 | $8,048-91.5% | $9,460-92.8% | $6,925-90.1% |