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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 | $94,066 | $98,776-4.8% | $149,745-37.2% | $79,856+17.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 17.26% | 27.38%-10.1pp | 276.72%-259.5pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,606 | $3,217-19.0% | $4,646-43.9% | $2,471+5.4% |
| Participant deferral / active EE | $6,360 | $5,681+11.9% | $6,843-7.1% | $3,741+70.0% |
| Admin fee / account holder | $7,417 | $6,053+22.5% | $9,312-20.3% | $5,306+39.8% |