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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 | $83,435 | $70,486+18.4% | $100,535-17.0% | $79,856+4.5% |
| Participation rate | 98.0% | 73.6%+24.3pp | 79.4%+18.5pp | 69.6%+28.3pp |
| Annual return | 19.99% | 21.90%-1.9pp | 30.90%-10.9pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,683 | $2,165+24.0% | $3,419-21.5% | $2,471+8.6% |
| Participant deferral / active EE | $5,819 | $5,182+12.3% | $6,271-7.2% | $3,741+55.6% |
| Admin fee / account holder | $13,517 | $4,480+201.7% | $8,085+67.2% | $5,306+154.7% |