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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 | $80,054 | $106,864-25.1% | $147,318-45.7% | $82,637-3.1% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.1%+13.4pp | 68.1%+27.4pp |
| Annual return | 18.57% | 27.49%-8.9pp | 70.43%-51.9pp | 53.51%-34.9pp |
| Employer contribution / active EE | $2,805 | $3,417-17.9% | $4,593-38.9% | $2,552+9.9% |
| Participant deferral / active EE | $11,115 | $6,496+71.1% | $7,906+40.6% | $4,126+169.4% |
| Admin fee / account holder | $10,367 | $8,415+23.2% | $13,708-24.4% | $7,339+41.3% |