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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 | $157,962 | $88,672+78.1% | $105,223+50.1% | $82,448+91.6% |
| Participation rate | 71.3% | 67.9%+3.3pp | 75.0%-3.8pp | 68.1%+3.2pp |
| Annual return | 13.43% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,770 | $3,048-9.1% | $3,689-24.9% | $2,551+8.6% |
| Participant deferral / active EE | $6,897 | $4,036+70.9% | $5,072+36.0% | $4,139+66.6% |
| Admin fee / account holder | $11,760 | $7,146+64.6% | $8,859+32.7% | $7,234+62.6% |