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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 | $88,484 | $78,705+12.4% | $117,857-24.9% | $70,131+26.2% |
| Participation rate | 76.6% | 73.2%+3.4pp | 79.7%-3.0pp | 69.5%+7.1pp |
| Annual return | 13.13% | 23.30%-10.2pp | 335.09%-322.0pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,997 | $2,223+34.8% | $3,786-20.8% | $2,342+28.0% |
| Participant deferral / active EE | $2,712 | $3,297-17.8% | $4,482-39.5% | $3,332-18.6% |
| Admin fee / account holder | $3,832 | $5,065-24.3% | $8,020-52.2% | $4,645-17.5% |