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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 | $103,763 | $87,180+19.0% | $173,703-40.3% | $94,015+10.4% |
| Participation rate | 81.0% | 65.6%+15.4pp | 75.9%+5.1pp | 70.8%+10.2pp |
| Annual return | 15.64% | 14.17%+1.5pp | 17.46%-1.8pp | 17.84%-2.2pp |
| Employer contribution / active EE | $2,607 | $2,494+4.5% | $4,288-39.2% | $2,790-6.6% |
| Participant deferral / active EE | $5,611 | $3,343+67.9% | $4,854+15.6% | $4,249+32.0% |
| Admin fee / account holder | $11,758 | $7,506+56.6% | $15,562-24.4% | $8,951+31.4% |