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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 | $117,175 | $106,749+9.8% | $145,433-19.4% | $82,448+42.1% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 14.64% | 27.59%-13.0pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,828 | $3,444-46.9% | $4,554-59.9% | $2,551-28.3% |
| Participant deferral / active EE | $5,627 | $6,519-13.7% | $7,897-28.8% | $4,139+35.9% |
| Admin fee / account holder | $3,086 | $8,390-63.2% | $13,129-76.5% | $7,234-57.3% |