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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 | $103,100 | $89,367+15.4% | $141,191-27.0% | $72,975+41.3% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.5%+8.3pp | 69.5%+21.3pp |
| Annual return | 22.61% | 111.87%-89.3pp | 71.41%-48.8pp | 81.01%-58.4pp |
| Employer contribution / active EE | $3,268 | $3,115+4.9% | $4,736-31.0% | $2,440+33.9% |
| Participant deferral / active EE | $6,697 | $5,419+23.6% | $6,710-0.2% | $3,608+85.6% |
| Admin fee / account holder | $6,370 | $5,957+6.9% | $10,264-37.9% | $5,124+24.3% |