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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 | $216,970 | $86,938+149.6% | $102,423+111.8% | $80,925+168.1% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.7%+7.3pp |
| Annual return | 11.40% | 18.89%-7.5pp | 29.42%-18.0pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,870 | $2,369-21.1% | $3,023-38.2% | $2,756-32.2% |
| Participant deferral / active EE | $5,885 | $4,120+42.8% | $5,054+16.4% | $4,299+36.9% |
| Admin fee / account holder | $1,842 | $8,053-77.1% | $9,455-80.5% | $6,940-73.5% |