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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 | $81,504+9.8% | $102,437-12.7% | $80,959+10.5% |
| Participation rate | 82.9% | 66.9%+16.0pp | 74.5%+8.3pp | 67.7%+15.2pp |
| Annual return | 14.12% | 25.60%-11.5pp | 24.95%-10.8pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,984 | $3,104-3.8% | $3,871-22.9% | $2,757+8.2% |
| Participant deferral / active EE | $6,867 | $3,871+77.4% | $5,060+35.7% | $4,300+59.7% |
| Admin fee / account holder | $2,909 | $6,719-56.7% | $8,388-65.3% | $6,925-58.0% |