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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 | $97,481 | $71,534+36.3% | $98,462-1.0% | $71,529+36.3% |
| Participation rate | 81.9% | 72.7%+9.2pp | 75.2%+6.7pp | 67.9%+14.0pp |
| Annual return | 18.12% | 32.44%-14.3pp | 21.17%-3.1pp | 28.97%-10.8pp |
| Employer contribution / active EE | $4,252 | $2,399+77.2% | $3,049+39.5% | $2,590+64.2% |
| Participant deferral / active EE | $3,086 | $4,109-24.9% | $4,738-34.9% | $4,291-28.1% |
| Admin fee / account holder | $4,374 | $1,677+160.9% | $8,875-50.7% | $1,588+175.4% |