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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 | $97,078 | $86,922+11.7% | $102,438-5.2% | $80,874+20.0% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.6%+29.3pp |
| Annual return | 17.60% | 18.90%-1.3pp | 29.37%-11.8pp | 35.62%-18.0pp |
| Employer contribution / active EE | $3,371 | $2,369+42.3% | $3,024+11.5% | $2,756+22.3% |
| Participant deferral / active EE | $6,409 | $4,119+55.6% | $5,054+26.8% | $4,297+49.2% |
| Admin fee / account holder | $5,497 | $8,050-31.7% | $9,448-41.8% | $6,935-20.7% |