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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 | $100,848 | $77,962+29.4% | $178,540-43.5% | $80,935+24.6% |
| Participation rate | 91.7% | 65.7%+26.0pp | 77.1%+14.6pp | 67.7%+24.0pp |
| Annual return | 14.72% | 18.10%-3.4pp | 27.15%-12.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,854 | $2,280-18.7% | $3,953-53.1% | $2,757-32.8% |
| Participant deferral / active EE | $5,407 | $4,404+22.8% | $6,281-13.9% | $4,299+25.7% |
| Admin fee / account holder | $6,629 | $7,156-7.4% | $10,424-36.4% | $6,924-4.3% |