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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 | $108,934 | $93,589+16.4% | $135,942-19.9% | $75,181+44.9% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 21.70% | 30.90%-9.2pp | 68.28%-46.6pp | 160.69%-139.0pp |
| Employer contribution / active EE | $2,625 | $3,537-25.8% | $4,858-46.0% | $2,671-1.7% |
| Participant deferral / active EE | $8,044 | $6,405+25.6% | $7,759+3.7% | $4,126+95.0% |
| Admin fee / account holder | $1,781 | $6,977-74.5% | $10,764-83.5% | $5,650-68.5% |