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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 | $136,955 | $106,864+28.2% | $147,318-7.0% | $82,637+65.7% |
| Participation rate | 78.4% | 75.5%+2.9pp | 82.1%-3.6pp | 68.1%+10.4pp |
| Annual return | 16.44% | 27.49%-11.1pp | 70.43%-54.0pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,639 | $3,417-22.8% | $4,593-42.5% | $2,552+3.4% |
| Participant deferral / active EE | $4,317 | $6,496-33.5% | $7,906-45.4% | $4,126+4.6% |
| Admin fee / account holder | $2,566 | $8,415-69.5% | $13,708-81.3% | $7,339-65.0% |