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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 | $86,290 | $94,436-8.6% | $115,599-25.4% | $82,637+4.4% |
| Participation rate | 89.2% | 70.4%+18.8pp | 74.3%+15.0pp | 68.1%+21.2pp |
| Annual return | 19.95% | 18.37%+1.6pp | 111.10%-91.1pp | 53.51%-33.6pp |
| Employer contribution / active EE | $3,083 | $2,324+32.7% | $2,955+4.3% | $2,552+20.8% |
| Participant deferral / active EE | $9,637 | $3,955+143.7% | $4,889+97.1% | $4,126+133.6% |
| Admin fee / account holder | $14,792 | $10,328+43.2% | $12,841+15.2% | $7,339+101.6% |