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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 | $95,542 | $100,194-4.6% | $122,979-22.3% | $86,983+9.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 17.47% | 16.47%+1.0pp | 20.12%-2.6pp | 25.83%-8.4pp |
| Employer contribution / active EE | $2,761 | $2,326+18.7% | $3,062-9.8% | $2,584+6.8% |
| Participant deferral / active EE | $5,998 | $4,133+45.1% | $5,003+19.9% | $4,194+43.0% |
| Admin fee / account holder | $8,498 | $10,148-16.3% | $12,864-33.9% | $7,856+8.2% |