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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 | $103,195 | $51,708+99.6% | $106,619-3.2% | $62,881+64.1% |
| Participation rate | 89.1% | 66.9%+22.2pp | 78.0%+11.1pp | 69.3%+19.8pp |
| Annual return | 10.63% | 4.69%+5.9pp | 9.42%+1.2pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,987 | $1,764+69.4% | $3,947-24.3% | $2,281+31.0% |
| Participant deferral / active EE | $3,432 | $2,315+48.2% | $3,930-12.7% | $3,203+7.1% |
| Admin fee / account holder | $4,282 | $3,349+27.9% | $6,418-33.3% | $4,296-0.3% |