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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 | $80,805 | $52,353+54.3% | $120,225-32.8% | $82,448-2.0% |
| Participation rate | 81.5% | 58.3%+23.2pp | 69.6%+12.0pp | 68.1%+13.5pp |
| Annual return | 17.85% | 61.85%-44.0pp | 439.23%-421.4pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,450 | $1,510-4.0% | $3,475-58.3% | $2,551-43.2% |
| Participant deferral / active EE | $4,274 | $2,627+62.7% | $3,999+6.9% | $4,139+3.3% |
| Admin fee / account holder | $3,041 | $4,363-30.3% | $5,696-46.6% | $7,234-58.0% |