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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 | $92,527 | $102,422-9.7% | $147,117-37.1% | $80,959+14.3% |
| Participation rate | 79.6% | 75.9%+3.8pp | 82.2%-2.6pp | 67.7%+12.0pp |
| Annual return | 21.80% | 135.16%-113.4pp | 420.54%-398.7pp | 35.67%-13.9pp |
| Employer contribution / active EE | $6,770 | $3,717+82.1% | $4,932+37.3% | $2,757+145.6% |
| Participant deferral / active EE | $11,383 | $6,652+71.1% | $8,065+41.2% | $4,300+164.7% |
| Admin fee / account holder | $3,653 | $7,953-54.1% | $12,993-71.9% | $6,925-47.3% |