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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 | $94,727 | $81,208+16.6% | $98,916-4.2% | $79,858+18.6% |
| Participation rate | 89.6% | 72.5%+17.0pp | 76.0%+13.5pp | 69.6%+19.9pp |
| Annual return | 16.12% | 60.99%-44.9pp | 196.45%-180.3pp | 31.72%-15.6pp |
| Employer contribution / active EE | $1,110 | $1,960-43.3% | $2,689-58.7% | $2,471-55.1% |
| Participant deferral / active EE | $3,467 | $3,265+6.2% | $4,245-18.3% | $3,740-7.3% |
| Admin fee / account holder | $1,798 | $6,013-70.1% | $6,642-72.9% | $5,306-66.1% |