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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 | $94,741 | $81,262+16.6% | $155,602-39.1% | $80,911+17.1% |
| Participation rate | 71.9% | 66.2%+5.6pp | 78.2%-6.3pp | 67.6%+4.2pp |
| Annual return | 11.81% | 33.34%-21.5pp | 64.81%-53.0pp | 35.63%-23.8pp |
| Employer contribution / active EE | $6,142 | $3,102+98.0% | $4,675+31.4% | $2,756+122.9% |
| Participant deferral / active EE | $4,259 | $3,451+23.4% | $5,629-24.3% | $4,297-0.9% |
| Admin fee / account holder | $8,833 | $7,992+10.5% | $15,923-44.5% | $6,935+27.4% |