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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 | $67,528 | $60,349+11.9% | $74,184-9.0% | $62,881+7.4% |
| Participation rate | 79.4% | 72.7%+6.6pp | 76.6%+2.7pp | 69.3%+10.1pp |
| Annual return | 8.46% | 21.38%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,233 | $1,680-26.6% | $2,370-48.0% | $2,281-45.9% |
| Participant deferral / active EE | $3,345 | $2,856+17.1% | $3,550-5.8% | $3,203+4.4% |
| Admin fee / account holder | $8,413 | $4,261+97.4% | $5,586+50.6% | $4,296+95.8% |