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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 | $87,059 | $102,422-15.0% | $147,117-40.8% | $80,959+7.5% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 13.77% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $5,646 | $3,717+51.9% | $4,932+14.5% | $2,757+104.8% |
| Participant deferral / active EE | $5,776 | $6,652-13.2% | $8,065-28.4% | $4,300+34.3% |
| Admin fee / account holder | $842 | $7,953-89.4% | $12,993-93.5% | $6,925-87.8% |