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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 | $86,423 | $67,606+27.8% | $82,313+5.0% | $70,131+23.2% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.3pp |
| Annual return | 13.94% | 21.57%-7.6pp | 25.88%-11.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,819 | $1,755+60.7% | $2,428+16.1% | $2,342+20.4% |
| Participant deferral / active EE | $3,726 | $2,987+24.7% | $3,706+0.5% | $3,332+11.8% |
| Admin fee / account holder | $2,500 | $4,512-44.6% | $5,608-55.4% | $4,645-46.2% |