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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 | $26,393 | $124,980-78.9% | $108,359-75.6% | $154,746-82.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 14.71% | 45.00%-30.3pp | 36.89%-22.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,196 | $2,851-23.0% | $2,399-8.5% | $4,379-49.9% |
| Participant deferral / active EE | $4,670 | $4,743-1.5% | $4,137+12.9% | $6,730-30.6% |
| Admin fee / account holder | $11,017 | $11,502-4.2% | $9,741+13.1% | $14,365-23.3% |