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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 | $116,951 | $76,551+52.8% | $123,894-5.6% | $62,881+86.0% |
| Participation rate | 74.4% | 73.0%+1.4pp | 81.4%-7.0pp | 69.3%+5.1pp |
| Annual return | 8.92% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,460 | $2,882+20.0% | $4,617-25.1% | $2,281+51.7% |
| Participant deferral / active EE | $9,622 | $4,840+98.8% | $5,984+60.8% | $3,203+200.4% |
| Admin fee / account holder | $1,821 | $4,826-62.3% | $8,357-78.2% | $4,296-57.6% |