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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 | $107,803 | $81,233+32.7% | $155,567-30.7% | $80,874+33.3% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 13.66% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,079 | $3,101-65.2% | $4,674-76.9% | $2,756-60.8% |
| Participant deferral / active EE | $2,107 | $3,452-39.0% | $5,628-62.6% | $4,297-51.0% |
| Admin fee / account holder | $2,550 | $7,998-68.1% | $15,916-84.0% | $6,935-63.2% |