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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 | $89,004 | $75,541+17.8% | $152,093-41.5% | $82,637+7.7% |
| Participation rate | 98.6% | 66.5%+32.1pp | 77.8%+20.9pp | 68.1%+30.6pp |
| Annual return | 13.05% | 32.56%-19.5pp | 66.36%-53.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $3,011 | $2,622+14.8% | $4,175-27.9% | $2,552+18.0% |
| Participant deferral / active EE | $3,757 | $3,206+17.2% | $5,451-31.1% | $4,126-9.0% |
| Admin fee / account holder | $7,373 | $6,405+15.1% | $14,497-49.1% | $7,339+0.5% |