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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 | $101,501 | $76,371+32.9% | $93,621+8.4% | $72,975+39.1% |
| Participation rate | 96.9% | 71.8%+25.1pp | 75.8%+21.0pp | 69.5%+27.4pp |
| Annual return | 22.22% | 25.82%-3.6pp | 32.76%-10.5pp | 81.01%-58.8pp |
| Employer contribution / active EE | $2,256 | $2,276-0.9% | $2,719-17.0% | $2,440-7.6% |
| Participant deferral / active EE | $4,443 | $3,538+25.5% | $4,070+9.2% | $3,608+23.1% |
| Admin fee / account holder | $1,406 | $6,839-79.4% | $7,890-82.2% | $5,124-72.6% |