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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 | $89,171 | $97,648-8.7% | $121,663-26.7% | $87,485+1.9% |
| Participation rate | 81.8% | 70.5%+11.3pp | 74.5%+7.3pp | 68.9%+12.9pp |
| Annual return | 20.91% | 18.03%+2.9pp | 147.54%-126.6pp | 26.06%-5.2pp |
| Employer contribution / active EE | $2,882 | $2,300+25.3% | $3,020-4.6% | $2,596+11.0% |
| Participant deferral / active EE | $5,468 | $3,923+39.4% | $4,887+11.9% | $4,274+28.0% |
| Admin fee / account holder | $5,161 | $11,100-53.5% | $14,289-63.9% | $7,775-33.6% |