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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 | $99,419 | $97,550+1.9% | $120,344-17.4% | $87,485+13.6% |
| Participation rate | 93.6% | 72.8%+20.8pp | 76.7%+16.9pp | 68.9%+24.7pp |
| Annual return | 15.80% | 18.41%-2.6pp | 20.30%-4.5pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,630 | $2,291-28.8% | $3,020-46.0% | $2,596-37.2% |
| Participant deferral / active EE | $6,520 | $4,230+54.1% | $5,135+27.0% | $4,274+52.6% |
| Admin fee / account holder | $7,238 | $9,543-24.2% | $12,742-43.2% | $7,775-6.9% |