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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 | $99,319 | $78,197+27.0% | $98,090+1.3% | $82,637+20.2% |
| Participation rate | 79.3% | 77.5%+1.8pp | 81.5%-2.2pp | 68.1%+11.3pp |
| Annual return | 15.88% | 40.25%-24.4pp | 37.05%-21.2pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,172 | $2,605-55.0% | $3,606-67.5% | $2,552-54.1% |
| Participant deferral / active EE | $4,962 | $6,636-25.2% | $7,845-36.8% | $4,126+20.2% |
| Admin fee / account holder | $2,262 | $14,832-84.7% | $11,815-80.9% | $7,339-69.2% |