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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 | $92,743 | $72,492+27.9% | $87,102+6.5% | $72,983+27.1% |
| Participation rate | 78.0% | 72.8%+5.2pp | 76.9%+1.1pp | 69.5%+8.5pp |
| Annual return | 22.77% | 24.46%-1.7pp | 28.19%-5.4pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,639 | $1,894-13.5% | $2,521-35.0% | $2,440-32.8% |
| Participant deferral / active EE | $4,136 | $3,270+26.5% | $4,048+2.2% | $3,608+14.6% |
| Admin fee / account holder | $2,369 | $5,055-53.1% | $7,491-68.4% | $5,124-53.8% |