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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 | $94,749 | $93,617+1.2% | $135,982-30.3% | $75,177+26.0% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.6pp | 67.2%+30.4pp |
| Annual return | 18.62% | 30.89%-12.3pp | 68.32%-49.7pp | 160.75%-142.1pp |
| Employer contribution / active EE | $4,014 | $3,538+13.4% | $4,859-17.4% | $2,671+50.3% |
| Participant deferral / active EE | $9,719 | $6,406+51.7% | $7,760+25.2% | $4,126+135.5% |
| Admin fee / account holder | $3,903 | $6,980-44.1% | $10,767-63.8% | $5,651-30.9% |