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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 | $104,653 | $95,453+9.6% | $112,040-6.6% | $82,448+26.9% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.5%+18.1pp | 68.1%+26.5pp |
| Annual return | 17.82% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,915 | $2,318+25.7% | $2,954-1.3% | $2,551+14.3% |
| Participant deferral / active EE | $6,025 | $4,224+42.6% | $5,098+18.2% | $4,139+45.5% |
| Admin fee / account holder | $7,323 | $9,013-18.8% | $12,098-39.5% | $7,234+1.2% |