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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 | $90,326 | $335,055-73.0% | $150,298-39.9% | - |
| Participation rate | 87.9% | 50.7%+37.2pp | 77.8%+10.1pp | - |
| Annual return | 22.64% | 11.52%+11.1pp | 62.79%-40.1pp | - |
| Employer contribution / active EE | $8,067 | $931+766.6% | $4,154+94.2% | - |
| Participant deferral / active EE | $11,501 | $1,801+538.7% | $5,453+110.9% | - |
| Admin fee / account holder | $9,100 | $66,580-86.3% | $14,116-35.5% | - |