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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 | $69,846 | $62,583+11.6% | $76,767-9.0% | $64,173+8.8% |
| Participation rate | 92.6% | 72.8%+19.8pp | 77.0%+15.6pp | 69.6%+23.0pp |
| Annual return | 10.06% | -1.95%+12.0pp | 2.43%+7.6pp | 7.63%+2.4pp |
| Employer contribution / active EE | $1,423 | $1,832-22.3% | $2,485-42.8% | $2,381-40.2% |
| Participant deferral / active EE | $2,813 | $3,145-10.6% | $3,852-27.0% | $3,470-18.9% |
| Admin fee / account holder | $1,738 | $4,667-62.8% | $6,675-74.0% | $4,887-64.4% |