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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 | $84,928 | $86,949-2.3% | $102,460-17.1% | $80,959+4.9% |
| Participation rate | 86.2% | 72.4%+13.8pp | 76.5%+9.7pp | 67.7%+18.5pp |
| Annual return | 11.94% | 18.89%-7.0pp | 29.47%-17.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,764 | $2,370+16.6% | $3,025-8.6% | $2,757+0.2% |
| Participant deferral / active EE | $9,424 | $4,121+128.7% | $5,056+86.4% | $4,300+119.2% |
| Admin fee / account holder | $2,451 | $8,048-69.5% | $9,460-74.1% | $6,925-64.6% |