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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 | $115,761 | $95,453+21.3% | $112,040+3.3% | $82,448+40.4% |
| Participation rate | 93.8% | 72.8%+21.1pp | 76.5%+17.3pp | 68.1%+25.8pp |
| Annual return | 15.56% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,391 | $2,318+3.2% | $2,954-19.0% | $2,551-6.3% |
| Participant deferral / active EE | $6,020 | $4,224+42.5% | $5,098+18.1% | $4,139+45.4% |
| Admin fee / account holder | $4,970 | $9,013-44.9% | $12,098-58.9% | $7,234-31.3% |