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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 | $141,338 | $117,859+19.9% | $102,438+38.0% | $145,959-3.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 13.14% | 31.72%-18.6pp | 29.37%-16.2pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,347 | $3,615-35.1% | $3,024-22.4% | $4,661-49.6% |
| Participant deferral / active EE | $7,366 | $5,732+28.5% | $5,054+45.7% | $6,689+10.1% |
| Admin fee / account holder | $2,665 | $13,318-80.0% | $9,448-71.8% | $13,398-80.1% |