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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 | $82,696 | $63,082+31.1% | $81,716+1.2% | $79,852+3.6% |
| Participation rate | 86.4% | 67.5%+18.8pp | 72.0%+14.4pp | 69.6%+16.7pp |
| Annual return | 19.38% | 22.66%-3.3pp | 29.49%-10.1pp | 31.72%-12.3pp |
| Employer contribution / active EE | $970 | $1,795-45.9% | $4,310-77.5% | $2,471-60.7% |
| Participant deferral / active EE | $7,837 | $2,780+181.9% | $7,108+10.3% | $3,740+109.5% |
| Admin fee / account holder | $822 | $4,428-81.4% | $5,159-84.1% | $5,306-84.5% |