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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 | $75,812 | $69,590+8.9% | $136,867-44.6% | $94,015-19.4% |
| Participation rate | 96.0% | 66.3%+29.7pp | 74.5%+21.5pp | 70.8%+25.2pp |
| Annual return | 16.34% | 19.62%-3.3pp | 42.97%-26.6pp | 17.84%-1.5pp |
| Employer contribution / active EE | $2,375 | $2,396-0.9% | $3,547-33.0% | $2,790-14.9% |
| Participant deferral / active EE | $4,800 | $3,437+39.7% | $4,924-2.5% | $4,249+13.0% |
| Admin fee / account holder | $602 | $8,912-93.2% | $10,340-94.2% | $8,951-93.3% |