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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 | $91,089 | $89,367+1.9% | $141,191-35.5% | $72,975+24.8% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 20.12% | 111.87%-91.7pp | 71.41%-51.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $2,547 | $3,115-18.2% | $4,736-46.2% | $2,440+4.4% |
| Participant deferral / active EE | $6,376 | $5,419+17.7% | $6,710-5.0% | $3,608+76.7% |
| Admin fee / account holder | $13,970 | $5,957+134.5% | $10,264+36.1% | $5,124+172.6% |