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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 | $83,158 | $57,590+44.4% | $86,233-3.6% | $82,448+0.9% |
| Participation rate | 92.9% | 57.9%+35.0pp | 69.0%+23.8pp | 68.1%+24.8pp |
| Annual return | 14.36% | 22.41%-8.1pp | 61.39%-47.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,764 | $1,655+6.6% | $2,504-29.6% | $2,551-30.9% |
| Participant deferral / active EE | $6,914 | $3,080+124.5% | $4,559+51.7% | $4,139+67.0% |
| Admin fee / account holder | $853 | $4,730-82.0% | $8,342-89.8% | $7,234-88.2% |