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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 | $79,562 | $102,422-22.3% | $147,117-45.9% | $80,959-1.7% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 15.07% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $3,006 | $3,717-19.1% | $4,932-39.1% | $2,757+9.0% |
| Participant deferral / active EE | $9,498 | $6,652+42.8% | $8,065+17.8% | $4,300+120.9% |
| Admin fee / account holder | $5,696 | $7,953-28.4% | $12,993-56.2% | $6,925-17.7% |