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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 | $87,084 | $67,411+29.2% | $91,004-4.3% | $70,124+24.2% |
| Participation rate | 75.3% | 71.4%+4.0pp | 75.6%-0.3pp | 69.5%+5.8pp |
| Annual return | 15.69% | -40.16%+55.9pp | 4.60%+11.1pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,129 | $1,786-36.8% | $2,456-54.0% | $2,342-51.8% |
| Participant deferral / active EE | $2,942 | $2,823+4.2% | $3,548-17.1% | $3,332-11.7% |
| Admin fee / account holder | $3,471 | $4,236-18.1% | $5,417-35.9% | $4,645-25.3% |