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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 | $93,710 | $67,894+38.0% | $89,340+4.9% | $82,448+13.7% |
| Participation rate | 79.2% | 64.0%+15.2pp | 69.6%+9.7pp | 68.1%+11.2pp |
| Annual return | 22.86% | 19.21%+3.7pp | 20.57%+2.3pp | 41.64%-18.8pp |
| Employer contribution / active EE | $2,551 | $1,828+39.6% | $2,231+14.3% | $2,5510% |
| Participant deferral / active EE | $4,626 | $3,072+50.6% | $3,823+21.0% | $4,139+11.8% |
| Admin fee / account holder | $45,654 | $5,723+697.7% | $6,704+581.0% | $7,234+531.1% |