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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 | $78,884 | $60,349+30.7% | $74,184+6.3% | $62,881+25.4% |
| Participation rate | 89.1% | 72.7%+16.4pp | 76.6%+12.5pp | 69.3%+19.8pp |
| Annual return | 20.10% | 21.38%-1.3pp | 17.74%+2.4pp | 20.14%0pp |
| Employer contribution / active EE | $1,174 | $1,680-30.1% | $2,370-50.5% | $2,281-48.5% |
| Participant deferral / active EE | $3,899 | $2,856+36.5% | $3,550+9.9% | $3,203+21.7% |
| Admin fee / account holder | $5,163 | $4,261+21.2% | $5,586-7.6% | $4,296+20.2% |