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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 | $111,743 | $86,940+28.5% | $102,434+9.1% | $80,935+38.1% |
| Participation rate | 72.0% | 72.4%-0.4pp | 76.5%-4.5pp | 67.7%+4.3pp |
| Annual return | 13.30% | 18.89%-5.6pp | 29.46%-16.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,052 | $2,370-13.4% | $3,023-32.1% | $2,757-25.6% |
| Participant deferral / active EE | $5,099 | $4,121+23.7% | $5,055+0.9% | $4,299+18.6% |
| Admin fee / account holder | $10,899 | $8,047+35.4% | $9,462+15.2% | $6,924+57.4% |