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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 | $76,495 | $67,894+12.7% | $89,340-14.4% | $82,448-7.2% |
| Participation rate | 74.2% | 64.0%+10.2pp | 69.6%+4.7pp | 68.1%+6.2pp |
| Annual return | 13.04% | 19.21%-6.2pp | 20.57%-7.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,122 | $1,828+70.8% | $2,231+39.9% | $2,551+22.4% |
| Participant deferral / active EE | $4,623 | $3,072+50.5% | $3,823+20.9% | $4,139+11.7% |
| Admin fee / account holder | $7,289 | $5,723+27.4% | $6,704+8.7% | $7,234+0.8% |