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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 | $75,818 | $57,140+32.7% | $85,240-11.1% | $80,959-6.3% |
| Participation rate | 96.5% | 56.4%+40.1pp | 67.5%+29.0pp | 67.7%+28.8pp |
| Annual return | 15.16% | 21.71%-6.6pp | 66.75%-51.6pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,564 | $1,802+42.3% | $2,735-6.3% | $2,757-7.0% |
| Participant deferral / active EE | $4,280 | $3,115+37.4% | $4,527-5.5% | $4,300-0.5% |
| Admin fee / account holder | $1,920 | $4,992-61.5% | $6,165-68.9% | $6,925-72.3% |