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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 | $145,724 | $83,485+74.6% | $125,192+16.4% | $72,975+99.7% |
| Participation rate | 72.7% | 73.3%-0.6pp | 79.8%-7.1pp | 69.5%+3.2pp |
| Annual return | 20.35% | 25.77%-5.4pp | 43.79%-23.4pp | 81.01%-60.7pp |
| Employer contribution / active EE | $3,203 | $2,346+36.5% | $3,866-17.2% | $2,440+31.3% |
| Participant deferral / active EE | $8,981 | $3,586+150.4% | $4,937+81.9% | $3,608+148.9% |
| Admin fee / account holder | $4,010 | $5,518-27.3% | $9,704-58.7% | $5,124-21.7% |