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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 | $97,988 | $57,828+69.4% | $117,039-16.3% | $70,126+39.7% |
| Participation rate | 78.0% | 67.1%+10.9pp | 77.2%+0.9pp | 69.5%+8.5pp |
| Annual return | 14.69% | 17.55%-2.9pp | 18.95%-4.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $2,624 | $1,816+44.5% | $3,785-30.7% | $2,343+12.0% |
| Participant deferral / active EE | $5,376 | $2,438+120.5% | $3,929+36.8% | $3,332+61.4% |
| Admin fee / account holder | $1,530 | $3,548-56.9% | $5,974-74.4% | $4,645-67.1% |