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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 | $84,894 | $78,015+8.8% | $178,505-52.4% | $80,959+4.9% |
| Participation rate | 91.7% | 65.7%+26.0pp | 77.1%+14.5pp | 67.7%+24.0pp |
| Annual return | 16.15% | 18.10%-1.9pp | 27.16%-11.0pp | 35.67%-19.5pp |
| Employer contribution / active EE | $5,999 | $2,281+163.0% | $3,955+51.7% | $2,757+117.6% |
| Participant deferral / active EE | $6,112 | $4,406+38.7% | $6,280-2.7% | $4,300+42.1% |
| Admin fee / account holder | $5,918 | $7,160-17.4% | $10,428-43.3% | $6,925-14.5% |