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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 | $83,736 | $60,442+38.5% | $96,754-13.5% | $87,485-4.3% |
| Participation rate | 92.5% | 58.7%+33.7pp | 70.3%+22.2pp | 68.9%+23.5pp |
| Annual return | 14.67% | 21.97%-7.3pp | 82.04%-67.4pp | 26.06%-11.4pp |
| Employer contribution / active EE | $6,046 | $1,691+257.6% | $2,679+125.7% | $2,596+132.9% |
| Participant deferral / active EE | $4,498 | $3,280+37.1% | $4,758-5.5% | $4,274+5.3% |
| Admin fee / account holder | $2,819 | $5,069-44.4% | $8,905-68.3% | $7,775-63.7% |