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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 | $59,656 | $56,894+4.9% | $84,753-29.6% | $62,881-5.1% |
| Participation rate | 71.9% | 68.5%+3.4pp | 76.6%-4.7pp | 69.3%+2.6pp |
| Annual return | 10.05% | 6.30%+3.7pp | 22.78%-12.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $3,464 | $2,400+44.3% | $3,574-3.1% | $2,281+51.8% |
| Participant deferral / active EE | $6,825 | $2,709+151.9% | $3,712+83.9% | $3,203+113.1% |
| Admin fee / account holder | $10,212 | $3,581+185.2% | $5,333+91.5% | $4,296+137.7% |