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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 | $90,420 | $58,099+55.6% | $76,872+17.6% | $75,173+20.3% |
| Participation rate | 94.1% | 63.9%+30.2pp | 69.6%+24.5pp | 67.2%+26.9pp |
| Annual return | 16.28% | 26.71%-10.4pp | 37.90%-21.6pp | 160.72%-144.4pp |
| Employer contribution / active EE | $1,497 | $1,996-25.0% | $2,533-40.9% | $2,671-44.0% |
| Participant deferral / active EE | $3,279 | $2,999+9.3% | $3,832-14.4% | $4,126-20.5% |
| Admin fee / account holder | $4,099 | $4,778-14.2% | $5,476-25.1% | $5,651-27.5% |