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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 | $90,088 | $76,551+17.7% | $123,894-27.3% | $62,881+43.3% |
| Participation rate | 86.5% | 73.0%+13.5pp | 81.4%+5.1pp | 69.3%+17.2pp |
| Annual return | 7.65% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,283 | $2,882+13.9% | $4,617-28.9% | $2,281+43.9% |
| Participant deferral / active EE | $5,074 | $4,840+4.8% | $5,984-15.2% | $3,203+58.4% |
| Admin fee / account holder | $1,615 | $4,826-66.5% | $8,357-80.7% | $4,296-62.4% |