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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 | $88,733 | $86,949+2.1% | $102,460-13.4% | $80,959+9.6% |
| Participation rate | 94.6% | 72.4%+22.2pp | 76.5%+18.1pp | 67.7%+26.9pp |
| Annual return | 17.14% | 18.89%-1.8pp | 29.47%-12.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,558 | $2,370-34.2% | $3,025-48.5% | $2,757-43.5% |
| Participant deferral / active EE | $4,619 | $4,121+12.1% | $5,056-8.6% | $4,300+7.4% |
| Admin fee / account holder | $32,378 | $8,048+302.3% | $9,460+242.3% | $6,925+367.5% |