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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 | $90,039 | $93,598-3.8% | $135,974-33.8% | $75,173+19.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 16.52% | 30.89%-14.4pp | 68.30%-51.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $2,357 | $3,538-33.4% | $4,859-51.5% | $2,671-11.8% |
| Participant deferral / active EE | $8,448 | $6,405+31.9% | $7,760+8.9% | $4,126+104.7% |
| Admin fee / account holder | $13,577 | $6,978+94.6% | $10,767+26.1% | $5,651+140.3% |