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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 | $94,730 | $78,425+20.8% | $95,956-1.3% | $79,858+18.6% |
| Participation rate | 71.8% | 73.5%-1.7pp | 77.1%-5.2pp | 69.6%+2.2pp |
| Annual return | 21.05% | 19.37%+1.7pp | 91.63%-70.6pp | 31.72%-10.7pp |
| Employer contribution / active EE | $2,784 | $1,945+43.1% | $2,541+9.6% | $2,471+12.7% |
| Participant deferral / active EE | $4,325 | $3,440+25.7% | $4,167+3.8% | $3,740+15.6% |
| Admin fee / account holder | $2,226 | $5,622-60.4% | $6,797-67.2% | $5,306-58.0% |