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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 | $83,501 | $81,276+2.7% | $155,574-46.3% | $80,925+3.2% |
| Participation rate | 93.9% | 66.2%+27.6pp | 78.2%+15.7pp | 67.7%+26.2pp |
| Annual return | 24.14% | 33.36%-9.2pp | 64.87%-40.7pp | 35.65%-11.5pp |
| Employer contribution / active EE | $1,236 | $3,103-60.2% | $4,676-73.6% | $2,756-55.2% |
| Participant deferral / active EE | $4,888 | $3,453+41.6% | $5,629-13.2% | $4,299+13.7% |
| Admin fee / account holder | $2,373 | $7,993-70.3% | $15,914-85.1% | $6,940-65.8% |