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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 | $89,381 | $102,429-12.7% | $147,096-39.2% | $80,925+10.4% |
| Participation rate | 89.9% | 75.9%+14.0pp | 82.2%+7.7pp | 67.7%+22.2pp |
| Annual return | 13.37% | 135.02%-121.7pp | 419.75%-406.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $3,984 | $3,716+7.2% | $4,936-19.3% | $2,756+44.5% |
| Participant deferral / active EE | $13,640 | $6,649+105.2% | $8,071+69.0% | $4,299+217.3% |
| Admin fee / account holder | $5,142 | $7,957-35.4% | $13,005-60.5% | $6,940-25.9% |