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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 | $89,944 | $73,787+21.9% | $98,716-8.9% | $82,448+9.1% |
| Participation rate | 95.7% | 61.4%+34.3pp | 69.3%+26.5pp | 68.1%+27.7pp |
| Annual return | 14.98% | 18.57%-3.6pp | 31.81%-16.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,644 | $1,511+75.0% | $2,279+16.1% | $2,551+3.7% |
| Participant deferral / active EE | $5,536 | $3,081+79.7% | $4,048+36.8% | $4,139+33.7% |
| Admin fee / account holder | $6,157 | $6,500-5.3% | $8,703-29.2% | $7,234-14.9% |