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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 | $98,455 | $94,031+4.7% | $115,768-15.0% | $82,448+19.4% |
| Participation rate | 98.2% | 70.4%+27.8pp | 74.4%+23.8pp | 68.1%+30.1pp |
| Annual return | 18.14% | 20.61%-2.5pp | 100.46%-82.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,432 | $2,323+4.7% | $2,940-17.3% | $2,551-4.6% |
| Participant deferral / active EE | $4,547 | $3,972+14.5% | $4,917-7.5% | $4,139+9.9% |
| Admin fee / account holder | $5,406 | $10,249-47.3% | $12,439-56.5% | $7,234-25.3% |