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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 | $92,102 | $71,057+29.6% | $93,654-1.7% | $80,874+13.9% |
| Participation rate | 82.8% | 60.4%+22.4pp | 68.7%+14.1pp | 67.6%+15.2pp |
| Annual return | 12.81% | 11.26%+1.6pp | 133.34%-120.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,927 | $1,564+23.2% | $2,421-20.4% | $2,756-30.1% |
| Participant deferral / active EE | $3,619 | $4,034-10.3% | $4,413-18.0% | $4,297-15.8% |
| Admin fee / account holder | $7,800 | $6,944+12.3% | $8,282-5.8% | $6,935+12.5% |