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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 | $97,324 | $94,439+3.1% | $73,658+32.1% | $154,746-37.1% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 12.77% | 28.25%-15.5pp | 29.72%-17.0pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,397 | $1,257+11.2% | $1,032+35.4% | $4,379-68.1% |
| Participant deferral / active EE | $7,163 | $2,527+183.4% | $2,062+247.4% | $6,730+6.4% |
| Admin fee / account holder | $26,252 | $3,843+583.1% | $3,357+682.1% | $14,365+82.7% |