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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 | $85,420 | $81,276+5.1% | $155,574-45.1% | $80,925+5.6% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 13.12% | 33.36%-20.2pp | 64.87%-51.7pp | 35.65%-22.5pp |
| Employer contribution / active EE | $2,519 | $3,103-18.8% | $4,676-46.1% | $2,756-8.6% |
| Participant deferral / active EE | $7,674 | $3,453+122.3% | $5,629+36.3% | $4,299+78.5% |
| Admin fee / account holder | $3,735 | $7,993-53.3% | $15,914-76.5% | $6,940-46.2% |