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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 | $105,954 | $114,712-7.6% | $173,730-39.0% | $87,485+21.1% |
| Participation rate | 95.9% | 73.0%+22.9pp | 79.6%+16.3pp | 68.9%+27.0pp |
| Annual return | 15.38% | 20.18%-4.8pp | 19.96%-4.6pp | 26.06%-10.7pp |
| Employer contribution / active EE | $3,788 | $2,904+30.5% | $4,577-17.2% | $2,596+45.9% |
| Participant deferral / active EE | $4,769 | $4,642+2.8% | $6,326-24.6% | $4,274+11.6% |
| Admin fee / account holder | $42,744 | $10,210+318.7% | $17,523+143.9% | $7,775+449.8% |