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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 | $84,636 | $102,422-17.4% | $147,117-42.5% | $80,959+4.5% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 12.57% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $3,589 | $3,717-3.5% | $4,932-27.2% | $2,757+30.2% |
| Participant deferral / active EE | $8,868 | $6,652+33.3% | $8,065+10.0% | $4,300+106.2% |
| Admin fee / account holder | $1,878 | $7,953-76.4% | $12,993-85.5% | $6,925-72.9% |