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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 | $76,107 | $89,367-14.8% | $141,191-46.1% | $72,975+4.3% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 23.43% | 111.87%-88.4pp | 71.41%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $2,587 | $3,115-17.0% | $4,736-45.4% | $2,440+6.0% |
| Participant deferral / active EE | $7,240 | $5,419+33.6% | $6,710+7.9% | $3,608+100.7% |
| Admin fee / account holder | $7,426 | $5,957+24.7% | $10,264-27.6% | $5,124+44.9% |