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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 | $93,541 | $100,060-6.5% | $149,721-37.5% | $70,126+33.4% |
| Participation rate | 86.5% | 83.6%+2.9pp | 87.1%-0.6pp | 69.5%+16.9pp |
| Annual return | 18.09% | 27.46%-9.4pp | 1501.67%-1483.6pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,351 | $3,661-63.1% | $5,444-75.2% | $2,343-42.3% |
| Participant deferral / active EE | $6,692 | $4,982+34.3% | $6,568+1.9% | $3,332+100.8% |
| Admin fee / account holder | $1,203 | $8,285-85.5% | $11,282-89.3% | $4,645-74.1% |