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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 | $102,331 | $75,183+36.1% | $123,894-17.4% | $55,167+85.5% |
| Participation rate | 80.0% | 72.8%+7.2pp | 81.4%-1.4pp | 69.0%+11.0pp |
| Annual return | 8.86% | 19.01%-10.1pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,973 | $2,823-30.1% | $4,617-57.3% | $1,963+0.5% |
| Participant deferral / active EE | $5,337 | $5,084+5.0% | $5,984-10.8% | $3,054+74.7% |
| Admin fee / account holder | $1,692 | $663+155.4% | $8,357-79.8% | $504+235.8% |