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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 | $111,474 | $97,550+14.3% | $120,344-7.4% | $87,485+27.4% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.7%+19.3pp | 68.9%+27.1pp |
| Annual return | 13.04% | 18.41%-5.4pp | 20.30%-7.3pp | 26.06%-13.0pp |
| Employer contribution / active EE | $2,551 | $2,291+11.3% | $3,020-15.5% | $2,596-1.8% |
| Participant deferral / active EE | $8,555 | $4,230+102.3% | $5,135+66.6% | $4,274+100.2% |
| Admin fee / account holder | $14,925 | $9,543+56.4% | $12,742+17.1% | $7,775+92.0% |