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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 | $75,503 | $57,119+32.2% | $85,187-11.4% | $80,935-6.7% |
| Participation rate | 73.8% | 56.4%+17.3pp | 67.5%+6.2pp | 67.7%+6.1pp |
| Annual return | 19.55% | 21.70%-2.1pp | 66.67%-47.1pp | 35.66%-16.1pp |
| Employer contribution / active EE | $2,429 | $1,802+34.8% | $2,732-11.1% | $2,757-11.9% |
| Participant deferral / active EE | $7,201 | $3,115+131.2% | $4,525+59.1% | $4,299+67.5% |
| Admin fee / account holder | $5,972 | $4,990+19.7% | $6,162-3.1% | $6,924-13.8% |