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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 | $87,590 | $86,940+0.7% | $102,434-14.5% | $80,935+8.2% |
| Participation rate | 95.2% | 72.4%+22.8pp | 76.5%+18.7pp | 67.7%+27.6pp |
| Annual return | 12.14% | 18.89%-6.8pp | 29.46%-17.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,708 | $2,370-27.9% | $3,023-43.5% | $2,757-38.0% |
| Participant deferral / active EE | $5,905 | $4,121+43.3% | $5,055+16.8% | $4,299+37.3% |
| Admin fee / account holder | $2,783 | $8,047-65.4% | $9,462-70.6% | $6,924-59.8% |