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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 | $126,292 | $99,875+26.4% | $146,866-14.0% | $86,983+45.2% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.5%-6.9pp | 69.5%+6.0pp |
| Annual return | 17.78% | 28.10%-10.3pp | 102.85%-85.1pp | 25.83%-8.0pp |
| Employer contribution / active EE | $1,577 | $3,224-51.1% | $4,425-64.4% | $2,584-39.0% |
| Participant deferral / active EE | $6,036 | $6,322-4.5% | $7,759-22.2% | $4,194+43.9% |
| Admin fee / account holder | $11,458 | $7,838+46.2% | $13,620-15.9% | $7,856+45.9% |