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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 | $98,815 | $89,515+10.4% | $103,486-4.5% | $80,935+22.1% |
| Participation rate | 93.3% | 76.0%+17.3pp | 80.5%+12.8pp | 67.7%+25.7pp |
| Annual return | 15.08% | 22.82%-7.7pp | 23.93%-8.8pp | 35.66%-20.6pp |
| Employer contribution / active EE | $4,203 | $4,015+4.7% | $4,679-10.2% | $2,757+52.5% |
| Participant deferral / active EE | $8,385 | $5,463+53.5% | $6,628+26.5% | $4,299+95.0% |
| Admin fee / account holder | $2,976 | $6,527-54.4% | $9,354-68.2% | $6,924-57.0% |