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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 | $96,196 | $76,371+26.0% | $93,621+2.8% | $72,976+31.8% |
| Participation rate | 82.0% | 71.8%+10.2pp | 75.8%+6.1pp | 69.5%+12.5pp |
| Annual return | 20.40% | 25.82%-5.4pp | 32.76%-12.4pp | 81.02%-60.6pp |
| Employer contribution / active EE | $2,246 | $2,276-1.3% | $2,719-17.4% | $2,440-7.9% |
| Participant deferral / active EE | $4,466 | $3,538+26.2% | $4,070+9.7% | $3,608+23.8% |
| Admin fee / account holder | $3,502 | $6,839-48.8% | $7,890-55.6% | $5,124-31.7% |