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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 | $92,668 | $76,551+21.1% | $123,894-25.2% | $62,881+47.4% |
| Participation rate | 79.3% | 73.0%+6.3pp | 81.4%-2.1pp | 69.3%+10.0pp |
| Annual return | 10.20% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $2,159 | $2,882-25.1% | $4,617-53.2% | $2,281-5.3% |
| Participant deferral / active EE | $3,589 | $4,840-25.8% | $5,984-40.0% | $3,203+12.0% |
| Admin fee / account holder | $1,052 | $4,826-78.2% | $8,357-87.4% | $4,296-75.5% |