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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 | $87,585 | $95,453-8.2% | $112,040-21.8% | $82,448+6.2% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 30.57% | 23.92%+6.7pp | 24.52%+6.1pp | 41.64%-11.1pp |
| Employer contribution / active EE | $3,759 | $2,318+62.2% | $2,954+27.2% | $2,551+47.3% |
| Participant deferral / active EE | $9,369 | $4,224+121.8% | $5,098+83.8% | $4,139+126.3% |
| Admin fee / account holder | $630 | $9,013-93.0% | $12,098-94.8% | $7,234-91.3% |