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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 | $93,337 | $72,492+28.8% | $87,104+7.2% | $72,975+27.9% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 16.09% | 24.46%-8.4pp | 28.19%-12.1pp | 81.01%-64.9pp |
| Employer contribution / active EE | $2,256 | $1,894+19.1% | $2,521-10.5% | $2,440-7.5% |
| Participant deferral / active EE | $5,445 | $3,270+66.5% | $4,048+34.5% | $3,608+50.9% |
| Admin fee / account holder | $1,009 | $5,055-80.0% | $7,491-86.5% | $5,124-80.3% |