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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 | $109,620-10.2% | $148,496-33.7% | $94,015+4.7% |
| Participation rate | 98.2% | 71.3%+27.0pp | 76.0%+22.2pp | 70.8%+27.4pp |
| Annual return | 18.14% | 17.54%+0.6pp | 12.33%+5.8pp | 17.84%+0.3pp |
| Employer contribution / active EE | $2,432 | $2,618-7.1% | $3,497-30.5% | $2,790-12.8% |
| Participant deferral / active EE | $4,547 | $3,831+18.7% | $4,808-5.4% | $4,249+7.0% |
| Admin fee / account holder | $5,406 | $10,050-46.2% | $19,547-72.3% | $8,951-39.6% |