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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 | $79,669 | $77,472+2.8% | $100,392-20.6% | $80,935-1.6% |
| Participation rate | 75.5% | 76.9%-1.5pp | 81.5%-6.0pp | 67.7%+7.8pp |
| Annual return | 15.27% | 37.26%-22.0pp | 49.45%-34.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $4,225 | $2,800+50.9% | $3,941+7.2% | $2,757+53.3% |
| Participant deferral / active EE | $9,084 | $6,818+33.2% | $8,090+12.3% | $4,299+111.3% |
| Admin fee / account holder | $1,586 | $5,885-73.1% | $7,904-79.9% | $6,924-77.1% |