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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 | $94,047 | $81,276+15.7% | $155,574-39.5% | $80,925+16.2% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 13.79% | 33.36%-19.6pp | 64.87%-51.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $3,453 | $3,103+11.3% | $4,676-26.2% | $2,756+25.3% |
| Participant deferral / active EE | $9,557 | $3,453+176.8% | $5,629+69.8% | $4,299+122.3% |
| Admin fee / account holder | $737 | $7,993-90.8% | $15,914-95.4% | $6,940-89.4% |