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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 | $71,668 | $61,755+16.1% | $97,161-26.2% | $80,911-11.4% |
| Participation rate | 73.9% | 63.5%+10.4pp | 72.7%+1.2pp | 67.6%+6.2pp |
| Annual return | 10.69% | -557.90%+568.6pp | 75.36%-64.7pp | 35.63%-24.9pp |
| Employer contribution / active EE | $605 | $1,835-67.0% | $2,723-77.8% | $2,756-78.0% |
| Participant deferral / active EE | $2,069 | $3,026-31.7% | $4,265-51.5% | $4,297-51.9% |
| Admin fee / account holder | $8,317 | $5,166+61.0% | $5,647+47.3% | $6,935+19.9% |