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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 | $73,972 | $67,602+9.4% | $82,312-10.1% | $70,126+5.5% |
| Participation rate | 81.3% | 72.8%+8.5pp | 76.9%+4.4pp | 69.5%+11.7pp |
| Annual return | 15.71% | 21.57%-5.9pp | 25.88%-10.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $701 | $1,755-60.1% | $2,428-71.1% | $2,343-70.1% |
| Participant deferral / active EE | $3,459 | $2,987+15.8% | $3,706-6.7% | $3,332+3.8% |
| Admin fee / account holder | $5,242 | $4,512+16.2% | $5,608-6.5% | $4,645+12.8% |