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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 | $72,687 | $58,627+24.0% | $76,735-5.3% | $82,448-11.8% |
| Participation rate | 88.0% | 63.2%+24.8pp | 69.5%+18.5pp | 68.1%+19.9pp |
| Annual return | 20.85% | 39.10%-18.3pp | 29.77%-8.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $3,236 | $1,729+87.2% | $2,454+31.9% | $2,551+26.9% |
| Participant deferral / active EE | $7,043 | $3,134+124.8% | $4,088+72.3% | $4,139+70.1% |
| Admin fee / account holder | $1,003 | $5,323-81.2% | $7,189-86.0% | $7,234-86.1% |