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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 | $100,454 | $87,834+14.4% | $133,975-25.0% | $62,881+59.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 87.1%+2.9pp | 69.3%+20.7pp |
| Annual return | 14.48% | 12.05%+2.4pp | 29.29%-14.8pp | 20.14%-5.7pp |
| Employer contribution / active EE | $3,847 | $3,482+10.5% | $5,211-26.2% | $2,281+68.7% |
| Participant deferral / active EE | $12,761 | $4,812+165.2% | $6,282+103.1% | $3,203+298.4% |
| Admin fee / account holder | $4,033 | $5,372-24.9% | $9,324-56.8% | $4,296-6.1% |