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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 | $87,848 | $86,922+1.1% | $102,438-14.2% | $80,874+8.6% |
| Participation rate | 77.4% | 72.4%+5.0pp | 76.5%+0.9pp | 67.6%+9.8pp |
| Annual return | 13.64% | 18.90%-5.3pp | 29.37%-15.7pp | 35.62%-22.0pp |
| Employer contribution / active EE | $3,631 | $2,369+53.2% | $3,024+20.1% | $2,756+31.8% |
| Participant deferral / active EE | $7,586 | $4,119+84.2% | $5,054+50.1% | $4,297+76.6% |
| Admin fee / account holder | $3,418 | $8,050-57.5% | $9,448-63.8% | $6,935-50.7% |