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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 | $87,226 | $106,749-18.3% | $145,433-40.0% | $82,448+5.8% |
| Participation rate | 95.2% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 20.18% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,569 | $3,444-54.5% | $4,554-65.6% | $2,551-38.5% |
| Participant deferral / active EE | $8,492 | $6,519+30.3% | $7,897+7.5% | $4,139+105.2% |
| Admin fee / account holder | $4,818 | $8,390-42.6% | $13,129-63.3% | $7,234-33.4% |