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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 | $103,543 | $98,776+4.8% | $149,745-30.9% | $79,856+29.7% |
| Participation rate | 79.7% | 75.8%+3.9pp | 82.5%-2.8pp | 69.6%+10.0pp |
| Annual return | 22.15% | 27.38%-5.2pp | 276.72%-254.6pp | 31.71%-9.6pp |
| Employer contribution / active EE | $3,339 | $3,217+3.8% | $4,646-28.1% | $2,471+35.1% |
| Participant deferral / active EE | $7,038 | $5,681+23.9% | $6,843+2.8% | $3,741+88.1% |
| Admin fee / account holder | $4,803 | $6,053-20.7% | $9,312-48.4% | $5,306-9.5% |