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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 | $98,713 | $108,825-9.3% | $156,181-36.8% | $82,448+19.7% |
| Participation rate | 98.1% | 72.4%+25.8pp | 78.8%+19.3pp | 68.1%+30.1pp |
| Annual return | 17.49% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $4,672 | $2,870+62.8% | $4,294+8.8% | $2,551+83.1% |
| Participant deferral / active EE | $3,639 | $4,577-20.5% | $6,132-40.7% | $4,139-12.1% |
| Admin fee / account holder | $6,231 | $9,341-33.3% | $14,586-57.3% | $7,234-13.9% |