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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 | $106,257 | $77,638+36.9% | $156,551-32.1% | $62,881+69.0% |
| Participation rate | 90.6% | 71.2%+19.4pp | 84.0%+6.6pp | 69.3%+21.3pp |
| Annual return | 9.02% | 50.33%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,092 | $3,444-39.3% | $5,501-62.0% | $2,281-8.3% |
| Participant deferral / active EE | $4,879 | $3,046+60.2% | $4,871+0.2% | $3,203+52.3% |
| Admin fee / account holder | $531 | $5,561-90.5% | $13,028-95.9% | $4,296-87.6% |