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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 | $97,693 | $83,485+17.0% | $125,192-22.0% | $72,975+33.9% |
| Participation rate | 81.4% | 73.3%+8.1pp | 79.8%+1.6pp | 69.5%+11.9pp |
| Annual return | 22.83% | 25.77%-2.9pp | 43.79%-21.0pp | 81.01%-58.2pp |
| Employer contribution / active EE | $3,073 | $2,346+31.0% | $3,866-20.5% | $2,440+25.9% |
| Participant deferral / active EE | $5,882 | $3,586+64.0% | $4,937+19.1% | $3,608+63.0% |
| Admin fee / account holder | $6,820 | $5,518+23.6% | $9,704-29.7% | $5,124+33.1% |