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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 | $115,882 | $95,453+21.4% | $112,040+3.4% | $82,448+40.6% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.5%-4.5pp | 68.1%+3.9pp |
| Annual return | 17.92% | 23.92%-6.0pp | 24.52%-6.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,804 | $2,318+21.0% | $2,954-5.1% | $2,551+9.9% |
| Participant deferral / active EE | $5,010 | $4,224+18.6% | $5,098-1.7% | $4,139+21.0% |
| Admin fee / account holder | $7,259 | $9,013-19.5% | $12,098-40.0% | $7,234+0.3% |