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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 | $26,784 | $93,617-71.4% | $135,982-80.3% | $75,177-64.4% |
| Participation rate | 75.6% | 75.2%+0.4pp | 81.9%-6.3pp | 67.2%+8.4pp |
| Annual return | 25.44% | 30.89%-5.4pp | 68.32%-42.9pp | 160.75%-135.3pp |
| Employer contribution / active EE | $3,846 | $3,538+8.7% | $4,859-20.9% | $2,671+44.0% |
| Participant deferral / active EE | $7,494 | $6,406+17.0% | $7,760-3.4% | $4,126+81.6% |
| Admin fee / account holder | $3,275 | $6,980-53.1% | $10,767-69.6% | $5,651-42.0% |