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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 | $117,938 | $126,661-6.9% | $113,397+4.0% | $138,895-15.1% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.5%+18.2pp | 79.9%+14.8pp |
| Annual return | 10.99% | 25.05%-14.1pp | 23.20%-12.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $2,828 | $3,456-18.2% | $2,977-5.0% | $4,194-32.6% |
| Participant deferral / active EE | $3,901 | $5,693-31.5% | $5,076-23.2% | $6,396-39.0% |
| Admin fee / account holder | $19,545 | $14,549+34.3% | $11,957+63.5% | $12,562+55.6% |