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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 | $82,430 | $81,446+1.2% | $103,374-20.3% | $80,874+1.9% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 21.22% | 25.57%-4.3pp | 24.89%-3.7pp | 35.62%-14.4pp |
| Employer contribution / active EE | $3,111 | $3,107+0.1% | $3,869-19.6% | $2,756+12.9% |
| Participant deferral / active EE | $3,175 | $3,870-18.0% | $5,058-37.2% | $4,297-26.1% |
| Admin fee / account holder | $560 | $6,715-91.7% | $8,394-93.3% | $6,935-91.9% |