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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 | $62,190 | $109,967-43.4% | $97,197-36.0% | $145,877-57.4% |
| Participation rate | 78.6% | 76.0%+2.6pp | 72.7%+5.9pp | 80.3%-1.7pp |
| Annual return | 14.98% | 244.27%-229.3pp | 75.47%-60.5pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,511 | $3,077-50.9% | $2,723-44.5% | $4,663-67.6% |
| Participant deferral / active EE | $5,383 | $4,676+15.1% | $4,263+26.3% | $6,691-19.5% |
| Admin fee / account holder | $8,752 | $6,199+41.2% | $5,637+55.2% | $13,402-34.7% |