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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 | $80,100 | $89,364-10.4% | $141,177-43.3% | $72,983+9.8% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 22.83% | 111.86%-89.0pp | 71.40%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,782 | $3,115-42.8% | $4,736-62.4% | $2,440-27.0% |
| Participant deferral / active EE | $7,128 | $5,419+31.5% | $6,710+6.2% | $3,608+97.6% |
| Admin fee / account holder | $336 | $5,959-94.4% | $10,263-96.7% | $5,124-93.4% |