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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 | $90,545 | $77,638+16.6% | $156,551-42.2% | $62,881+44.0% |
| Participation rate | 80.0% | 71.2%+8.8pp | 84.0%-4.0pp | 69.3%+10.7pp |
| Annual return | 6.53% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,286 | $3,444+24.5% | $5,501-22.1% | $2,281+87.9% |
| Participant deferral / active EE | $4,412 | $3,046+44.9% | $4,871-9.4% | $3,203+37.8% |
| Admin fee / account holder | $11,020 | $5,561+98.2% | $13,028-15.4% | $4,296+156.5% |