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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 | $76,139 | $95,453-20.2% | $112,040-32.0% | $82,448-7.7% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.5%+21.2pp | 68.1%+29.6pp |
| Annual return | 14.28% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,801 | $2,318+20.8% | $2,954-5.2% | $2,551+9.8% |
| Participant deferral / active EE | $3,847 | $4,224-8.9% | $5,098-24.5% | $4,139-7.1% |
| Admin fee / account holder | $13,320 | $9,013+47.8% | $12,098+10.1% | $7,234+84.1% |