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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 | $105,021 | $72,492+44.9% | $87,102+20.6% | $72,983+43.9% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.9%+17.9pp | 69.5%+25.2pp |
| Annual return | 25.04% | 24.46%+0.6pp | 28.19%-3.1pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,579 | $1,894-16.6% | $2,521-37.4% | $2,440-35.3% |
| Participant deferral / active EE | $7,047 | $3,270+115.5% | $4,048+74.1% | $3,608+95.3% |
| Admin fee / account holder | $2,364 | $5,055-53.2% | $7,491-68.4% | $5,124-53.9% |