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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 | $86,012 | $76,834+11.9% | $108,359-20.6% | $87,485-1.7% |
| Participation rate | 94.9% | 61.7%+33.1pp | 70.1%+24.8pp | 68.9%+25.9pp |
| Annual return | 14.71% | 19.09%-4.4pp | 36.89%-22.2pp | 26.06%-11.4pp |
| Employer contribution / active EE | $3,851 | $1,556+147.5% | $2,399+60.5% | $2,596+48.3% |
| Participant deferral / active EE | $1,588 | $3,100-48.8% | $4,137-61.6% | $4,274-62.9% |
| Admin fee / account holder | $2,767 | $6,537-57.7% | $9,741-71.6% | $7,775-64.4% |