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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 | $83,194 | $108,212-23.1% | $77,513+7.3% | $158,966-47.7% |
| Participation rate | 90.0% | 64.4%+25.6pp | 54.2%+35.8pp | 82.0%+8.0pp |
| Annual return | 12.14% | 31.67%-19.5pp | 54.81%-42.7pp | 302.95%-290.8pp |
| Employer contribution / active EE | $1,561 | $1,325+17.8% | $987+58.2% | $4,762-67.2% |
| Participant deferral / active EE | $7,620 | $2,455+210.3% | $1,861+309.4% | $5,983+27.4% |
| Admin fee / account holder | $1,184 | $3,709-68.1% | $2,859-58.6% | $11,250-89.5% |