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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 | $105,533 | $84,236+25.3% | $170,439-38.1% | $70,124+50.5% |
| Participation rate | 90.5% | 70.8%+19.6pp | 83.6%+6.9pp | 69.5%+20.9pp |
| Annual return | 13.80% | 23.06%-9.3pp | 205.94%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $2,743 | $3,387-19.0% | $5,433-49.5% | $2,342+17.1% |
| Participant deferral / active EE | $3,153 | $3,086+2.2% | $4,939-36.2% | $3,332-5.4% |
| Admin fee / account holder | $5,163 | $5,698-9.4% | $13,881-62.8% | $4,645+11.1% |