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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 | $95,485 | $102,385-6.7% | $147,080-35.1% | $80,935+18.0% |
| Participation rate | 89.2% | 75.9%+13.3pp | 82.2%+7.0pp | 67.7%+21.5pp |
| Annual return | 16.16% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $979 | $3,717-73.7% | $4,933-80.2% | $2,757-64.5% |
| Participant deferral / active EE | $5,912 | $6,651-11.1% | $8,066-26.7% | $4,299+37.5% |
| Admin fee / account holder | $4,172 | $7,951-47.5% | $12,989-67.9% | $6,924-39.8% |