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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 | $109,382 | $106,749+2.5% | $145,433-24.8% | $82,448+32.7% |
| Participation rate | 91.0% | 75.6%+15.4pp | 82.1%+8.9pp | 68.1%+23.0pp |
| Annual return | 19.98% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,999 | $3,444+16.1% | $4,554-12.2% | $2,551+56.8% |
| Participant deferral / active EE | $11,743 | $6,519+80.1% | $7,897+48.7% | $4,139+183.7% |
| Admin fee / account holder | $5,562 | $8,390-33.7% | $13,129-57.6% | $7,234-23.1% |