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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 | $83,576 | $98,776-15.4% | $149,745-44.2% | $79,856+4.7% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.5%-1.1pp | 69.6%+11.8pp |
| Annual return | 13.89% | 27.38%-13.5pp | 276.72%-262.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,752 | $3,217-14.5% | $4,646-40.8% | $2,471+11.4% |
| Participant deferral / active EE | $6,077 | $5,681+7.0% | $6,843-11.2% | $3,741+62.5% |
| Admin fee / account holder | $14,415 | $6,053+138.2% | $9,312+54.8% | $5,306+171.7% |