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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 | $94,464 | $86,919+8.7% | $102,457-7.8% | $80,911+16.8% |
| Participation rate | 88.6% | 72.4%+16.2pp | 76.5%+12.1pp | 67.6%+20.9pp |
| Annual return | 13.89% | 18.90%-5.0pp | 29.41%-15.5pp | 35.63%-21.7pp |
| Employer contribution / active EE | $3,027 | $2,368+27.8% | $3,022+0.2% | $2,756+9.8% |
| Participant deferral / active EE | $6,509 | $4,119+58.0% | $5,054+28.8% | $4,297+51.5% |
| Admin fee / account holder | $20,645 | $8,049+156.5% | $9,451+118.4% | $6,935+197.7% |