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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 | $82,512 | $102,385-19.4% | $147,080-43.9% | $80,935+1.9% |
| Participation rate | 79.2% | 75.9%+3.4pp | 82.2%-3.0pp | 67.7%+11.6pp |
| Annual return | 14.94% | 135.09%-120.2pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,823 | $3,717-51.0% | $4,933-63.1% | $2,757-33.9% |
| Participant deferral / active EE | $7,807 | $6,651+17.4% | $8,066-3.2% | $4,299+81.6% |
| Admin fee / account holder | $10,521 | $7,951+32.3% | $12,989-19.0% | $6,924+51.9% |