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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 | $95,209 | $102,422-7.0% | $147,117-35.3% | $80,959+17.6% |
| Participation rate | 91.4% | 75.9%+15.5pp | 82.2%+9.2pp | 67.7%+23.7pp |
| Annual return | 14.99% | 135.16%-120.2pp | 420.54%-405.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,648 | $3,717-28.8% | $4,932-46.3% | $2,757-4.0% |
| Participant deferral / active EE | $8,988 | $6,652+35.1% | $8,065+11.4% | $4,300+109.0% |
| Admin fee / account holder | $8,949 | $7,953+12.5% | $12,993-31.1% | $6,925+29.2% |