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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 | $110,732 | $76,551+44.7% | $123,894-10.6% | $62,881+76.1% |
| Participation rate | 73.9% | 73.0%+0.9pp | 81.4%-7.5pp | 69.3%+4.6pp |
| Annual return | 7.82% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,938 | $2,882+1.9% | $4,617-36.4% | $2,281+28.8% |
| Participant deferral / active EE | $6,633 | $4,840+37.1% | $5,984+10.9% | $3,203+107.1% |
| Admin fee / account holder | $1,199 | $4,826-75.1% | $8,357-85.6% | $4,296-72.1% |