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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 | $171,896 | $98,760+74.1% | $149,715+14.8% | $79,858+115.3% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.5%-4.4pp | 69.6%+8.4pp |
| Annual return | 16.91% | 27.43%-10.5pp | 276.66%-259.8pp | 31.72%-14.8pp |
| Employer contribution / active EE | $2,780 | $3,217-13.6% | $4,645-40.2% | $2,471+12.5% |
| Participant deferral / active EE | $10,534 | $5,681+85.4% | $6,842+54.0% | $3,740+181.7% |
| Admin fee / account holder | $3,975 | $6,053-34.3% | $9,310-57.3% | $5,306-25.1% |