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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 | $91,667 | $86,949+5.4% | $102,460-10.5% | $80,959+13.2% |
| Participation rate | 93.6% | 72.4%+21.2pp | 76.5%+17.1pp | 67.7%+25.9pp |
| Annual return | 18.13% | 18.89%-0.8pp | 29.47%-11.3pp | 35.67%-17.5pp |
| Employer contribution / active EE | $2,960 | $2,370+24.9% | $3,025-2.2% | $2,757+7.4% |
| Participant deferral / active EE | $6,395 | $4,121+55.2% | $5,056+26.5% | $4,300+48.7% |
| Admin fee / account holder | $18,937 | $8,048+135.3% | $9,460+100.2% | $6,925+173.4% |