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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 | $94,454 | $73,787+28.0% | $98,716-4.3% | $82,448+14.6% |
| Participation rate | 81.8% | 61.4%+20.4pp | 69.3%+12.5pp | 68.1%+13.8pp |
| Annual return | 16.76% | 18.57%-1.8pp | 31.81%-15.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,692 | $1,511+11.9% | $2,279-25.8% | $2,551-33.7% |
| Participant deferral / active EE | $5,133 | $3,081+66.6% | $4,048+26.8% | $4,139+24.0% |
| Admin fee / account holder | $5,582 | $6,500-14.1% | $8,703-35.9% | $7,234-22.8% |