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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 | $96,518 | $145,431-33.6% | $211,142-54.3% | $87,485+10.3% |
| Participation rate | 93.9% | 84.7%+9.2pp | 87.3%+6.6pp | 68.9%+25.0pp |
| Annual return | 19.12% | 27.21%-8.1pp | 46.84%-27.7pp | 26.06%-6.9pp |
| Employer contribution / active EE | $8,561 | $4,662+83.7% | $6,442+32.9% | $2,596+229.8% |
| Participant deferral / active EE | $15,473 | $6,859+125.6% | $9,284+66.7% | $4,274+262.1% |
| Admin fee / account holder | $7,506 | $17,052-56.0% | $19,076-60.7% | $7,775-3.5% |