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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 | $93,042 | $93,617-0.6% | $135,982-31.6% | $75,177+23.8% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 67.2%+11.6pp |
| Annual return | 17.92% | 30.89%-13.0pp | 68.32%-50.4pp | 160.75%-142.8pp |
| Employer contribution / active EE | $2,357 | $3,538-33.4% | $4,859-51.5% | $2,671-11.7% |
| Participant deferral / active EE | $9,293 | $6,406+45.1% | $7,760+19.8% | $4,126+125.2% |
| Admin fee / account holder | $24,301 | $6,980+248.2% | $10,767+125.7% | $5,651+330.0% |