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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 | $104,229 | $84,236+23.7% | $170,439-38.8% | $70,124+48.6% |
| Participation rate | 78.0% | 70.8%+7.2pp | 83.6%-5.5pp | 69.5%+8.5pp |
| Annual return | 15.45% | 23.06%-7.6pp | 205.94%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,162 | $3,387-36.2% | $5,433-60.2% | $2,342-7.7% |
| Participant deferral / active EE | $6,040 | $3,086+95.7% | $4,939+22.3% | $3,332+81.3% |
| Admin fee / account holder | $14,238 | $5,698+149.9% | $13,881+2.6% | $4,645+206.5% |