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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 | $95,508 | $72,273+32.1% | $101,275-5.7% | $79,856+19.6% |
| Participation rate | 75.6% | 68.5%+7.2pp | 75.8%-0.2pp | 69.6%+6.0pp |
| Annual return | 12.96% | 22.30%-9.3pp | 46.48%-33.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,175 | $2,691-19.2% | $3,660-40.6% | $2,471-12.0% |
| Participant deferral / active EE | $4,052 | $3,282+23.5% | $4,371-7.3% | $3,741+8.3% |
| Admin fee / account holder | $1,549 | $4,401-64.8% | $5,948-74.0% | $5,306-70.8% |