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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 | $114,072 | $102,422+11.4% | $147,117-22.5% | $80,959+40.9% |
| Participation rate | 78.0% | 75.9%+2.1pp | 82.2%-4.2pp | 67.7%+10.3pp |
| Annual return | 13.98% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,630 | $3,717-56.2% | $4,932-67.0% | $2,757-40.9% |
| Participant deferral / active EE | $6,574 | $6,652-1.2% | $8,065-18.5% | $4,300+52.9% |
| Admin fee / account holder | $1,034 | $7,953-87.0% | $12,993-92.0% | $6,925-85.1% |