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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 | $87,041 | $107,363-18.9% | $92,909-6.3% | $152,897-43.1% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.5%+2.2pp |
| Annual return | 16.06% | 145.63%-129.6pp | 109.44%-93.4pp | 345.43%-329.4pp |
| Employer contribution / active EE | $1,960 | $4,222-53.6% | $3,653-46.4% | $4,764-58.9% |
| Participant deferral / active EE | $6,224 | $4,848+28.4% | $4,238+46.9% | $5,851+6.4% |
| Admin fee / account holder | $4,282 | $7,082-39.5% | $5,795-26.1% | $11,599-63.1% |