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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 | $97,550+7.3% | $120,344-13.0% | $87,485+19.6% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.7%+17.9pp | 68.9%+25.7pp |
| Annual return | 17.82% | 18.41%-0.6pp | 20.30%-2.5pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,915 | $2,291+27.2% | $3,020-3.5% | $2,596+12.3% |
| Participant deferral / active EE | $6,025 | $4,230+42.4% | $5,135+17.3% | $4,274+41.0% |
| Admin fee / account holder | $7,323 | $9,543-23.3% | $12,742-42.5% | $7,775-5.8% |