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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 | $72,538 | $75,963-4.5% | $97,995-26.0% | $70,124+3.4% |
| Participation rate | 92.3% | 77.0%+15.3pp | 82.4%+9.9pp | 69.5%+22.8pp |
| Annual return | 16.54% | 19.26%-2.7pp | 23.94%-7.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $5,357 | $3,278+63.4% | $4,158+28.8% | $2,342+128.7% |
| Participant deferral / active EE | $11,458 | $4,053+182.7% | $5,097+124.8% | $3,332+243.9% |
| Admin fee / account holder | $403 | $5,407-92.5% | $5,943-93.2% | $4,645-91.3% |