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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 | $90,645 | $110,137-17.7% | $161,149-43.8% | $82,637+9.7% |
| Participation rate | 83.6% | 72.4%+11.3pp | 78.8%+4.8pp | 68.1%+15.6pp |
| Annual return | 19.63% | 20.69%-1.1pp | 21.16%-1.5pp | 53.51%-33.9pp |
| Employer contribution / active EE | $6,634 | $2,856+132.3% | $4,360+52.1% | $2,552+159.9% |
| Participant deferral / active EE | $3,731 | $4,575-18.4% | $6,153-39.4% | $4,126-9.6% |
| Admin fee / account holder | $4,282 | $9,467-54.8% | $15,194-71.8% | $7,339-41.7% |