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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 | $91,516 | $85,766+6.7% | $136,298-32.9% | $70,126+30.5% |
| Participation rate | 72.7% | 74.2%-1.4pp | 81.9%-9.2pp | 69.5%+3.2pp |
| Annual return | 15.14% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $2,203 | $2,966-25.7% | $4,696-53.1% | $2,343-6.0% |
| Participant deferral / active EE | $4,755 | $5,051-5.9% | $6,247-23.9% | $3,332+42.7% |
| Admin fee / account holder | $3,047 | $5,421-43.8% | $9,244-67.0% | $4,645-34.4% |