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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 | $95,270 | $77,472+23.0% | $100,415-5.1% | $80,959+17.7% |
| Participation rate | 83.9% | 76.9%+6.9pp | 81.5%+2.4pp | 67.7%+16.2pp |
| Annual return | 16.38% | 37.26%-20.9pp | 49.47%-33.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $4,087 | $2,800+46.0% | $3,943+3.7% | $2,757+48.2% |
| Participant deferral / active EE | $8,258 | $6,818+21.1% | $8,091+2.1% | $4,300+92.0% |
| Admin fee / account holder | $2,539 | $5,885-56.8% | $7,906-67.9% | $6,925-63.3% |