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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 | $93,273 | $72,492+28.7% | $87,104+7.1% | $72,975+27.8% |
| Participation rate | 78.1% | 72.8%+5.3pp | 76.9%+1.3pp | 69.5%+8.6pp |
| Annual return | 27.05% | 24.46%+2.6pp | 28.19%-1.1pp | 81.01%-54.0pp |
| Employer contribution / active EE | $826 | $1,894-56.4% | $2,521-67.3% | $2,440-66.2% |
| Participant deferral / active EE | $2,748 | $3,270-16.0% | $4,048-32.1% | $3,608-23.8% |
| Admin fee / account holder | $2,048 | $5,055-59.5% | $7,491-72.7% | $5,124-60.0% |