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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 | $87,983 | $81,276+8.3% | $155,574-43.4% | $80,925+8.7% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 11.09% | 33.36%-22.3pp | 64.87%-53.8pp | 35.65%-24.6pp |
| Employer contribution / active EE | $2,387 | $3,103-23.1% | $4,676-48.9% | $2,756-13.4% |
| Participant deferral / active EE | $3,717 | $3,453+7.7% | $5,629-34.0% | $4,299-13.5% |
| Admin fee / account holder | $859 | $7,993-89.3% | $15,914-94.6% | $6,940-87.6% |