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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 | $69,768 | $48,011+45.3% | $63,803+9.3% | $82,637-15.6% |
| Participation rate | 90.2% | 66.6%+23.6pp | 72.7%+17.5pp | 68.1%+22.1pp |
| Annual return | 12.47% | 19.84%-7.4pp | 543.72%-531.3pp | 53.51%-41.0pp |
| Employer contribution / active EE | $2,667 | $1,904+40.1% | $2,532+5.3% | $2,552+4.5% |
| Participant deferral / active EE | $5,213 | $2,846+83.1% | $3,843+35.6% | $4,126+26.3% |
| Admin fee / account holder | $6,520 | $3,873+68.3% | $5,196+25.5% | $7,339-11.2% |