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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 | $101,543 | $72,607+39.9% | $90,259+12.5% | $87,485+16.1% |
| Participation rate | 86.7% | 64.8%+21.9pp | 70.7%+15.9pp | 68.9%+17.7pp |
| Annual return | 15.97% | 18.59%-2.6pp | 18.88%-2.9pp | 26.06%-10.1pp |
| Employer contribution / active EE | $3,336 | $1,919+73.8% | $2,291+45.6% | $2,596+28.5% |
| Participant deferral / active EE | $1,258 | $3,055-58.8% | $3,827-67.1% | $4,274-70.6% |
| Admin fee / account holder | $3,003 | $5,947-49.5% | $7,267-58.7% | $7,775-61.4% |