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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 | $86,503 | $61,660+40.3% | $80,022+8.1% | $64,173+34.8% |
| Participation rate | 96.0% | 71.7%+24.3pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 11.67% | -0.33%+12.0pp | 11.22%+0.5pp | 7.63%+4.0pp |
| Employer contribution / active EE | $1,876 | $1,810+3.6% | $2,468-24.0% | $2,381-21.2% |
| Participant deferral / active EE | $3,931 | $2,968+32.5% | $3,686+6.6% | $3,470+13.3% |
| Admin fee / account holder | $2,119 | $5,417-60.9% | $6,521-67.5% | $4,887-56.6% |