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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 | $80,118 | $69,511+15.3% | $94,672-15.4% | $71,529+12.0% |
| Participation rate | 86.8% | 78.4%+8.4pp | 80.8%+5.9pp | 67.9%+18.8pp |
| Annual return | 19.98% | 29.67%-9.7pp | 156.89%-136.9pp | 28.97%-9.0pp |
| Employer contribution / active EE | $2,645 | $2,853-7.3% | $3,673-28.0% | $2,590+2.1% |
| Participant deferral / active EE | $6,091 | $7,348-17.1% | $7,417-17.9% | $4,291+41.9% |
| Admin fee / account holder | $8,025 | $1,211+562.8% | $7,222+11.1% | $1,588+405.2% |