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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 | $96,885 | $106,864-9.3% | $147,318-34.2% | $82,637+17.2% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.1%+15.1pp | 68.1%+29.1pp |
| Annual return | 27.84% | 27.49%+0.4pp | 70.43%-42.6pp | 53.51%-25.7pp |
| Employer contribution / active EE | $2,249 | $3,417-34.2% | $4,593-51.0% | $2,552-11.9% |
| Participant deferral / active EE | $6,426 | $6,496-1.1% | $7,906-18.7% | $4,126+55.7% |
| Admin fee / account holder | $11,455 | $8,415+36.1% | $13,708-16.4% | $7,339+56.1% |