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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 | $99,505 | $75,923+31.1% | $102,460-2.9% | - |
| Participation rate | 78.8% | 71.4%+7.4pp | 76.5%+2.3pp | - |
| Annual return | 17.80% | 15.12%+2.7pp | 29.47%-11.7pp | - |
| Employer contribution / active EE | $1,427 | $2,206-35.3% | $3,025-52.8% | - |
| Participant deferral / active EE | $5,707 | $4,258+34.0% | $5,056+12.9% | - |
| Admin fee / account holder | $4,424 | $11,449-61.4% | $9,460-53.2% | - |