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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 | $37,661 | $93,598-59.8% | $135,974-72.3% | $75,173-49.9% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.1pp |
| Annual return | 23.65% | 30.89%-7.2pp | 68.30%-44.7pp | 160.72%-137.1pp |
| Employer contribution / active EE | $4,291 | $3,538+21.3% | $4,859-11.7% | $2,671+60.7% |
| Participant deferral / active EE | $7,646 | $6,405+19.4% | $7,760-1.5% | $4,126+85.3% |
| Admin fee / account holder | $1,684 | $6,978-75.9% | $10,767-84.4% | $5,651-70.2% |