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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 | $76,441 | $96,691-20.9% | $86,656-11.8% | $139,487-45.2% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 19.60% | 106.87%-87.3pp | 593.09%-573.5pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,351 | $3,267-58.6% | $3,025-55.3% | $4,755-71.6% |
| Participant deferral / active EE | $5,667 | $4,838+17.1% | $4,439+27.7% | $6,713-15.6% |
| Admin fee / account holder | $727 | $6,414-88.7% | $5,619-87.1% | $11,407-93.6% |