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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 | $73,808 | $60,349+22.3% | $74,184-0.5% | $62,881+17.4% |
| Participation rate | 96.6% | 72.7%+23.8pp | 76.6%+19.9pp | 69.3%+27.2pp |
| Annual return | 6.44% | 21.38%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,179 | $1,680+29.7% | $2,370-8.1% | $2,281-4.5% |
| Participant deferral / active EE | $1,519 | $2,856-46.8% | $3,550-57.2% | $3,203-52.6% |
| Admin fee / account holder | $1,956 | $4,261-54.1% | $5,586-65.0% | $4,296-54.5% |