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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 | $114,689 | $95,084+20.6% | $140,514-18.4% | $69,733+64.5% |
| Participation rate | 71.3% | 68.7%+2.6pp | 77.8%-6.5pp | 62.5%+8.9pp |
| Annual return | 12.22% | 18.56%-6.3pp | 14.36%-2.1pp | 15.22%-3.0pp |
| Employer contribution / active EE | $2,041 | $2,405-15.2% | $3,378-39.6% | $2,250-9.3% |
| Participant deferral / active EE | $3,701 | $3,868-4.3% | $4,919-24.8% | $3,054+21.2% |
| Admin fee / account holder | $21,427 | $4,885+338.7% | $13,697+56.4% | $3,102+590.7% |