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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 | $92,912 | $84,236+10.3% | $170,435-45.5% | $70,126+32.5% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 25.66% | 23.06%+2.6pp | 205.94%-180.3pp | 73.15%-47.5pp |
| Employer contribution / active EE | $5,315 | $3,387+56.9% | $5,432-2.2% | $2,343+126.9% |
| Participant deferral / active EE | $3,416 | $3,086+10.7% | $4,939-30.8% | $3,332+2.5% |
| Admin fee / account holder | $2,157 | $5,698-62.1% | $13,881-84.5% | $4,645-53.6% |