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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 | $111,079 | $332,085-66.6% | $149,717-25.8% | - |
| Participation rate | 98.0% | 60.9%+37.1pp | 78.8%+19.2pp | - |
| Annual return | 16.04% | 51.04%-35.0pp | 134.41%-118.4pp | - |
| Employer contribution / active EE | $5,004 | $2,795+79.0% | $4,820+3.8% | - |
| Participant deferral / active EE | $4,965 | $2,947+68.5% | $5,682-12.6% | - |
| Admin fee / account holder | $4,438 | $47,995-90.8% | $13,213-66.4% | - |