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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 | $104,952 | $115,931-9.5% | $185,441-43.4% | $86,983+20.7% |
| Participation rate | 96.8% | 73.6%+23.2pp | 80.3%+16.6pp | 69.5%+27.3pp |
| Annual return | 15.04% | 21.47%-6.4pp | 20.16%-5.1pp | 25.83%-10.8pp |
| Employer contribution / active EE | $4,360 | $2,937+48.4% | $4,672-6.7% | $2,584+68.7% |
| Participant deferral / active EE | $8,103 | $4,551+78.0% | $6,152+31.7% | $4,194+93.2% |
| Admin fee / account holder | $7,857 | $10,687-26.5% | $17,890-56.1% | $7,8560% |