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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 | $100,418 | $78,027+28.7% | $178,528-43.8% | $80,925+24.1% |
| Participation rate | 94.7% | 65.7%+29.1pp | 77.1%+17.6pp | 67.7%+27.1pp |
| Annual return | 11.65% | 18.09%-6.4pp | 27.11%-15.5pp | 35.65%-24.0pp |
| Employer contribution / active EE | $2,632 | $2,281+15.4% | $3,950-33.4% | $2,756-4.5% |
| Participant deferral / active EE | $2,930 | $4,408-33.5% | $6,278-53.3% | $4,299-31.8% |
| Admin fee / account holder | $2,260 | $7,168-68.5% | $10,419-78.3% | $6,940-67.4% |