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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 | $110,839 | $95,453+16.1% | $112,040-1.1% | $82,448+34.4% |
| Participation rate | 74.5% | 72.8%+1.8pp | 76.5%-2.0pp | 68.1%+6.4pp |
| Annual return | 13.47% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,006 | $2,318-13.5% | $2,954-32.1% | $2,551-21.4% |
| Participant deferral / active EE | $3,757 | $4,224-11.0% | $5,098-26.3% | $4,139-9.2% |
| Admin fee / account holder | $73,381 | $9,013+714.1% | $12,098+506.6% | $7,234+914.3% |