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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 | $122,965 | $86,919+41.5% | $102,457+20.0% | $80,911+52.0% |
| Participation rate | 83.6% | 72.4%+11.3pp | 76.5%+7.1pp | 67.6%+16.0pp |
| Annual return | 16.94% | 18.90%-2.0pp | 29.41%-12.5pp | 35.63%-18.7pp |
| Employer contribution / active EE | $2,269 | $2,368-4.2% | $3,022-24.9% | $2,756-17.7% |
| Participant deferral / active EE | $4,684 | $4,119+13.7% | $5,054-7.3% | $4,297+9.0% |
| Admin fee / account holder | $2,526 | $8,049-68.6% | $9,451-73.3% | $6,935-63.6% |