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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 | $104,763 | $76,407+37.1% | $150,298-30.3% | $82,448+27.1% |
| Participation rate | 74.6% | 66.4%+8.2pp | 77.8%-3.2pp | 68.1%+6.5pp |
| Annual return | 16.81% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,992 | $2,614-23.8% | $4,154-52.1% | $2,551-21.9% |
| Participant deferral / active EE | $4,297 | $3,214+33.7% | $5,453-21.2% | $4,139+3.8% |
| Admin fee / account holder | $22,969 | $6,352+261.6% | $14,116+62.7% | $7,234+217.5% |