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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 | $90,481 | $123,793-26.9% | $177,840-49.1% | $79,852+13.3% |
| Participation rate | 90.1% | 84.7%+5.5pp | 87.7%+2.4pp | 69.6%+20.5pp |
| Annual return | 16.22% | 22.82%-6.6pp | 48.32%-32.1pp | 31.72%-15.5pp |
| Employer contribution / active EE | $3,323 | $4,095-18.9% | $5,919-43.9% | $2,471+34.5% |
| Participant deferral / active EE | $6,481 | $5,956+8.8% | $7,714-16.0% | $3,740+73.3% |
| Admin fee / account holder | $662 | $7,243-90.9% | $12,431-94.7% | $5,306-87.5% |