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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 | $88,451 | $179,901-50.8% | $147,096-39.9% | - |
| Participation rate | 84.8% | 77.2%+7.7pp | 82.2%+2.7pp | - |
| Annual return | 19.81% | 11.75%+8.1pp | 419.75%-399.9pp | - |
| Employer contribution / active EE | $4,961 | $3,299+50.4% | $4,936+0.5% | - |
| Participant deferral / active EE | $7,146 | $6,909+3.4% | $8,071-11.5% | - |
| Admin fee / account holder | $4,341 | $27,572-84.3% | $13,005-66.6% | - |