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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 | $128,650 | $95,453+34.8% | $112,040+14.8% | $82,448+56.0% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 14.08% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,326 | $2,318-42.8% | $2,954-55.1% | $2,551-48.0% |
| Participant deferral / active EE | $4,447 | $4,224+5.3% | $5,098-12.8% | $4,139+7.4% |
| Admin fee / account holder | $3,358 | $9,013-62.7% | $12,098-72.2% | $7,234-53.6% |