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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 | $89,183 | $96,052-7.2% | $118,106-24.5% | $87,485+1.9% |
| Participation rate | 81.8% | 77.0%+4.8pp | 81.9%-0.1pp | 68.9%+12.9pp |
| Annual return | 32.86% | 24.16%+8.7pp | 19.44%+13.4pp | 26.06%+6.8pp |
| Employer contribution / active EE | $4,451 | $3,939+13.0% | $4,698-5.3% | $2,596+71.4% |
| Participant deferral / active EE | $9,530 | $5,793+64.5% | $6,619+44.0% | $4,274+123.0% |
| Admin fee / account holder | $5,099 | $7,618-33.1% | $8,973-43.2% | $7,775-34.4% |