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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 | $109,889 | $89,367+23.0% | $141,191-22.2% | $72,975+50.6% |
| Participation rate | 81.3% | 75.1%+6.1pp | 82.5%-1.2pp | 69.5%+11.8pp |
| Annual return | 23.38% | 111.87%-88.5pp | 71.41%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $1,216 | $3,115-61.0% | $4,736-74.3% | $2,440-50.2% |
| Participant deferral / active EE | $4,198 | $5,419-22.5% | $6,710-37.4% | $3,608+16.4% |
| Admin fee / account holder | $3,294 | $5,957-44.7% | $10,264-67.9% | $5,124-35.7% |