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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 | $93,421 | $95,404-2.1% | $113,397-17.6% | $82,637+13.0% |
| Participation rate | 84.5% | 72.8%+11.7pp | 76.5%+8.0pp | 68.1%+16.5pp |
| Annual return | 15.73% | 19.08%-3.3pp | 23.20%-7.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $2,262 | $2,307-1.9% | $2,977-24.0% | $2,552-11.4% |
| Participant deferral / active EE | $4,945 | $4,220+17.2% | $5,076-2.6% | $4,126+19.8% |
| Admin fee / account holder | $6,604 | $9,168-28.0% | $11,957-44.8% | $7,339-10.0% |