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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 | $89,471 | $81,446+9.9% | $103,374-13.4% | $80,874+10.6% |
| Participation rate | 82.9% | 66.9%+16.0pp | 74.5%+8.3pp | 67.6%+15.2pp |
| Annual return | 14.12% | 25.57%-11.4pp | 24.89%-10.8pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,984 | $3,107-4.0% | $3,869-22.9% | $2,756+8.3% |
| Participant deferral / active EE | $6,867 | $3,870+77.4% | $5,058+35.8% | $4,297+59.8% |
| Admin fee / account holder | $2,909 | $6,715-56.7% | $8,394-65.3% | $6,935-58.1% |