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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 | $34,071 | $176,402-80.7% | $134,162-74.6% | $158,966-78.6% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 15.81% | 63.66%-47.8pp | 36.35%-20.5pp | 302.95%-287.1pp |
| Employer contribution / active EE | $1,749 | $5,042-65.3% | $3,705-52.8% | $4,762-63.3% |
| Participant deferral / active EE | $3,910 | $4,093-4.5% | $3,500+11.7% | $5,983-34.6% |
| Admin fee / account holder | $1,153 | $8,719-86.8% | $6,685-82.7% | $11,250-89.7% |