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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 | $99,823 | $76,834+29.9% | $108,359-7.9% | $87,485+14.1% |
| Participation rate | 88.1% | 61.7%+26.4pp | 70.1%+18.0pp | 68.9%+19.2pp |
| Annual return | 12.39% | 19.09%-6.7pp | 36.89%-24.5pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,550 | $1,556-0.4% | $2,399-35.4% | $2,596-40.3% |
| Participant deferral / active EE | $5,020 | $3,100+61.9% | $4,137+21.3% | $4,274+17.5% |
| Admin fee / account holder | $2,180 | $6,537-66.7% | $9,741-77.6% | $7,775-72.0% |