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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 | $97,560 | $76,550+27.4% | $123,894-21.3% | $62,881+55.2% |
| Participation rate | 93.5% | 73.0%+20.5pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 8.83% | 18.67%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,468 | $2,882-14.4% | $4,617-46.5% | $2,281+8.2% |
| Participant deferral / active EE | $5,238 | $4,840+8.2% | $5,984-12.5% | $3,203+63.5% |
| Admin fee / account holder | $5,516 | $4,826+14.3% | $8,357-34.0% | $4,296+28.4% |