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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 | $107,066 | $86,949+23.1% | $102,460+4.5% | $80,959+32.2% |
| Participation rate | 80.9% | 72.4%+8.5pp | 76.5%+4.3pp | 67.7%+13.2pp |
| Annual return | 13.84% | 18.89%-5.1pp | 29.47%-15.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $3,032 | $2,370+28.0% | $3,025+0.2% | $2,757+10.0% |
| Participant deferral / active EE | $8,360 | $4,121+102.9% | $5,056+65.3% | $4,300+94.4% |
| Admin fee / account holder | $7,238 | $8,048-10.1% | $9,460-23.5% | $6,925+4.5% |