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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 | $81,787 | $69,273+18.1% | $90,796-9.9% | $82,637-1.0% |
| Participation rate | 83.9% | 64.0%+19.8pp | 69.5%+14.4pp | 68.1%+15.8pp |
| Annual return | 18.52% | 18.37%+0.2pp | 19.29%-0.8pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,105 | $1,865+12.8% | $2,294-8.2% | $2,552-17.5% |
| Participant deferral / active EE | $5,609 | $3,047+84.0% | $3,822+46.8% | $4,126+35.9% |
| Admin fee / account holder | $7,846 | $5,511+42.4% | $7,024+11.7% | $7,339+6.9% |