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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 | $107,564 | $78,423+37.2% | $95,964+12.1% | $79,856+34.7% |
| Participation rate | 76.4% | 73.5%+2.9pp | 77.1%-0.7pp | 69.6%+6.7pp |
| Annual return | 12.53% | 19.37%-6.8pp | 91.64%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,852 | $1,945-4.8% | $2,541-27.1% | $2,471-25.1% |
| Participant deferral / active EE | $3,744 | $3,440+8.8% | $4,167-10.1% | $3,741+0.1% |
| Admin fee / account holder | $3,139 | $5,622-44.2% | $6,797-53.8% | $5,306-40.9% |