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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 | $92,948 | $86,922+6.9% | $102,438-9.3% | $80,874+14.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.83% | 18.90%-4.1pp | 29.37%-14.5pp | 35.62%-20.8pp |
| Employer contribution / active EE | $2,530 | $2,369+6.8% | $3,024-16.3% | $2,756-8.2% |
| Participant deferral / active EE | $6,985 | $4,119+69.6% | $5,054+38.2% | $4,297+62.6% |
| Admin fee / account holder | $9,840 | $8,050+22.2% | $9,448+4.2% | $6,935+41.9% |