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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 | $75,831 | $95,404-20.5% | $113,397-33.1% | $82,637-8.2% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.5%+14.9pp | 68.1%+23.3pp |
| Annual return | 14.86% | 19.08%-4.2pp | 23.20%-8.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $2,062 | $2,307-10.6% | $2,977-30.7% | $2,552-19.2% |
| Participant deferral / active EE | $5,428 | $4,220+28.6% | $5,076+6.9% | $4,126+31.6% |
| Admin fee / account holder | $6,546 | $9,168-28.6% | $11,957-45.3% | $7,339-10.8% |