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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 | $99,034 | $98,766+0.3% | $149,730-33.9% | $79,852+24.0% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.5%+1.6pp | 69.6%+14.5pp |
| Annual return | 21.23% | 27.43%-6.2pp | 276.70%-255.5pp | 31.72%-10.5pp |
| Employer contribution / active EE | $2,581 | $3,217-19.8% | $4,645-44.4% | $2,471+4.5% |
| Participant deferral / active EE | $10,441 | $5,681+83.8% | $6,843+52.6% | $3,740+179.1% |
| Admin fee / account holder | $630 | $6,052-89.6% | $9,310-93.2% | $5,306-88.1% |