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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 | $92,387 | $102,382-9.8% | $147,005-37.2% | $80,874+14.2% |
| Participation rate | 88.9% | 75.8%+13.0pp | 82.2%+6.7pp | 67.6%+21.2pp |
| Annual return | 15.24% | 134.89%-119.7pp | 418.76%-403.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,680 | $3,715-54.8% | $4,934-66.0% | $2,756-39.1% |
| Participant deferral / active EE | $14,264 | $6,646+114.6% | $8,070+76.8% | $4,297+232.0% |
| Admin fee / account holder | $73,748 | $7,942+828.5% | $13,006+467.0% | $6,935+963.4% |