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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 | $99,092 | $80,983+22.4% | $96,544+2.6% | $75,177+31.8% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 15.41% | 27.05%-11.6pp | 25.88%-10.5pp | 160.75%-145.3pp |
| Employer contribution / active EE | $812 | $2,282-64.4% | $2,966-72.6% | $2,671-69.6% |
| Participant deferral / active EE | $1,934 | $3,929-50.8% | $4,851-60.1% | $4,126-53.1% |
| Admin fee / account holder | $3,105 | $6,717-53.8% | $8,254-62.4% | $5,651-45.0% |