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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 | $91,003 | $48,364+88.2% | $71,796+26.8% | $62,881+44.7% |
| Participation rate | 74.2% | 60.6%+13.6pp | 69.1%+5.1pp | 69.3%+4.9pp |
| Annual return | 6.04% | 13.16%-7.1pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,081 | $1,042+99.7% | $1,924+8.1% | $2,281-8.8% |
| Participant deferral / active EE | $3,068 | $2,091+46.7% | $2,794+9.8% | $3,203-4.2% |
| Admin fee / account holder | $2,372 | $3,771-37.1% | $4,815-50.7% | $4,296-44.8% |