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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 | $65,907 | $60,349+9.2% | $74,184-11.2% | $62,881+4.8% |
| Participation rate | 73.6% | 72.7%+0.9pp | 76.6%-3.0pp | 69.3%+4.3pp |
| Annual return | 5.32% | 21.38%-16.1pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,094 | $1,680+24.6% | $2,370-11.6% | $2,281-8.2% |
| Participant deferral / active EE | $3,687 | $2,856+29.1% | $3,550+3.9% | $3,203+15.1% |
| Admin fee / account holder | $7,107 | $4,261+66.8% | $5,586+27.2% | $4,296+65.5% |