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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 | $88,117 | $93,617-5.9% | $135,982-35.2% | $75,177+17.2% |
| Participation rate | 85.6% | 75.2%+10.4pp | 81.9%+3.6pp | 67.2%+18.4pp |
| Annual return | 16.70% | 30.89%-14.2pp | 68.32%-51.6pp | 160.75%-144.0pp |
| Employer contribution / active EE | $4,588 | $3,538+29.7% | $4,859-5.6% | $2,671+71.8% |
| Participant deferral / active EE | $7,968 | $6,406+24.4% | $7,760+2.7% | $4,126+93.1% |
| Admin fee / account holder | $2,541 | $6,980-63.6% | $10,767-76.4% | $5,651-55.0% |