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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 | $87,066 | $64,348+35.3% | $90,162-3.4% | $70,131+24.1% |
| Participation rate | 81.5% | 70.4%+11.1pp | 76.9%+4.6pp | 69.5%+12.0pp |
| Annual return | 19.85% | 28.13%-8.3pp | 34.88%-15.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,538 | $2,046+24.1% | $3,318-23.5% | $2,342+8.3% |
| Participant deferral / active EE | $9,544 | $4,389+117.5% | $5,287+80.5% | $3,332+186.5% |
| Admin fee / account holder | $3,445 | $3,944-12.7% | $5,943-42.0% | $4,645-25.8% |