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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 | $98,536 | $86,938+13.3% | $102,423-3.8% | $80,925+21.8% |
| Participation rate | 88.4% | 72.4%+16.0pp | 76.5%+11.9pp | 67.7%+20.7pp |
| Annual return | 12.34% | 18.89%-6.5pp | 29.42%-17.1pp | 35.65%-23.3pp |
| Employer contribution / active EE | $2,673 | $2,369+12.8% | $3,023-11.6% | $2,756-3.0% |
| Participant deferral / active EE | $6,192 | $4,120+50.3% | $5,054+22.5% | $4,299+44.1% |
| Admin fee / account holder | $2,014 | $8,053-75.0% | $9,455-78.7% | $6,940-71.0% |