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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 | $76,378 | $72,177+5.8% | $115,038-33.6% | $59,633+28.1% |
| Participation rate | 96.2% | 72.6%+23.6pp | 81.4%+14.8pp | 68.7%+27.5pp |
| Annual return | 7.92% | 12.02%-4.1pp | 26.14%-18.2pp | 2041.45%-2033.5pp |
| Employer contribution / active EE | $2,236 | $2,841-21.3% | $4,608-51.5% | $2,203+1.5% |
| Participant deferral / active EE | $5,298 | $4,783+10.8% | $6,026-12.1% | $3,192+66.0% |
| Admin fee / account holder | $1,981 | $4,927-59.8% | $8,175-75.8% | $4,297-53.9% |