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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 | $96,269 | $97,125-0.9% | $86,233+11.6% | $137,256-29.9% |
| Participation rate | 76.5% | 74.2%+2.3pp | 69.0%+7.5pp | 80.0%-3.5pp |
| Annual return | 17.17% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,298 | $2,841-19.1% | $2,504-8.2% | $4,156-44.7% |
| Participant deferral / active EE | $7,306 | $5,180+41.0% | $4,559+60.2% | $6,407+14.0% |
| Admin fee / account holder | $1,467 | $9,725-84.9% | $8,342-82.4% | $12,270-88.0% |