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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 | $83,695 | $51,708+61.9% | $106,619-21.5% | $62,881+33.1% |
| Participation rate | 95.2% | 66.9%+28.4pp | 78.0%+17.2pp | 69.3%+25.9pp |
| Annual return | 8.55% | 4.69%+3.9pp | 9.42%-0.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,739 | $1,764-1.4% | $3,947-56.0% | $2,281-23.8% |
| Participant deferral / active EE | $3,296 | $2,315+42.4% | $3,930-16.1% | $3,203+2.9% |
| Admin fee / account holder | $2,541 | $3,349-24.1% | $6,418-60.4% | $4,296-40.9% |