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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 | $97,443 | $81,331+19.8% | $155,534-37.3% | $80,935+20.4% |
| Participation rate | 90.9% | 66.3%+24.7pp | 78.2%+12.7pp | 67.7%+23.2pp |
| Annual return | 18.61% | 33.37%-14.8pp | 64.92%-46.3pp | 35.66%-17.1pp |
| Employer contribution / active EE | $1,261 | $3,105-59.4% | $4,675-73.0% | $2,757-54.2% |
| Participant deferral / active EE | $3,200 | $3,454-7.4% | $5,630-43.2% | $4,299-25.6% |
| Admin fee / account holder | $15,468 | $7,999+93.4% | $15,900-2.7% | $6,924+123.4% |