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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 | $100,983 | $81,487+23.9% | $102,412-1.4% | $80,935+24.8% |
| Participation rate | 93.3% | 66.8%+26.5pp | 74.5%+18.8pp | 67.7%+25.7pp |
| Annual return | 21.83% | 25.60%-3.8pp | 24.94%-3.1pp | 35.66%-13.8pp |
| Employer contribution / active EE | $3,170 | $3,103+2.2% | $3,870-18.1% | $2,757+15.0% |
| Participant deferral / active EE | $3,603 | $3,871-6.9% | $5,060-28.8% | $4,299-16.2% |
| Admin fee / account holder | $14,801 | $6,717+120.3% | $8,388+76.5% | $6,924+113.8% |