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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 | $91,891 | $126,661-27.5% | $113,397-19.0% | $138,895-33.8% |
| Participation rate | 89.5% | 79.4%+10.0pp | 76.5%+13.0pp | 79.9%+9.6pp |
| Annual return | 19.68% | 25.05%-5.4pp | 23.20%-3.5pp | 145.39%-125.7pp |
| Employer contribution / active EE | $4,478 | $3,456+29.6% | $2,977+50.4% | $4,194+6.8% |
| Participant deferral / active EE | $5,765 | $5,693+1.3% | $5,076+13.6% | $6,396-9.9% |
| Admin fee / account holder | $2,665 | $14,549-81.7% | $11,957-77.7% | $12,562-78.8% |