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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 | $101,170 | $86,938+16.4% | $102,423-1.2% | $80,925+25.0% |
| Participation rate | 73.2% | 72.4%+0.9pp | 76.5%-3.3pp | 67.7%+5.6pp |
| Annual return | 14.84% | 18.89%-4.0pp | 29.42%-14.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $4,196 | $2,369+77.1% | $3,023+38.8% | $2,756+52.3% |
| Participant deferral / active EE | $5,723 | $4,120+38.9% | $5,054+13.2% | $4,299+33.1% |
| Admin fee / account holder | $8,692 | $8,053+7.9% | $9,455-8.1% | $6,940+25.2% |