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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 | $31,401 | $93,598-66.5% | $135,974-76.9% | $75,173-58.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 20.97% | 30.89%-9.9pp | 68.30%-47.3pp | 160.72%-139.8pp |
| Employer contribution / active EE | $4,185 | $3,538+18.3% | $4,859-13.9% | $2,671+56.7% |
| Participant deferral / active EE | $7,747 | $6,405+20.9% | $7,760-0.2% | $4,126+87.7% |
| Admin fee / account holder | $1,869 | $6,978-73.2% | $10,767-82.6% | $5,651-66.9% |