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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 | $84,244 | $106,749-21.1% | $145,433-42.1% | $82,448+2.2% |
| Participation rate | 82.1% | 75.6%+6.4pp | 82.1%-0.1pp | 68.1%+14.0pp |
| Annual return | 20.80% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $4,203 | $3,444+22.0% | $4,554-7.7% | $2,551+64.8% |
| Participant deferral / active EE | $11,161 | $6,519+71.2% | $7,897+41.3% | $4,139+169.6% |
| Admin fee / account holder | $1,002 | $8,390-88.1% | $13,129-92.4% | $7,234-86.2% |