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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 | $87,010 | $76,407+13.9% | $150,298-42.1% | $82,448+5.5% |
| Participation rate | 71.9% | 66.4%+5.5pp | 77.8%-5.9pp | 68.1%+3.8pp |
| Annual return | 14.49% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,365 | $2,614-9.5% | $4,154-43.1% | $2,551-7.3% |
| Participant deferral / active EE | $3,592 | $3,214+11.8% | $5,453-34.1% | $4,139-13.2% |
| Admin fee / account holder | $1,789 | $6,352-71.8% | $14,116-87.3% | $7,234-75.3% |