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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 | $90,241 | $100,073-9.8% | $85,126+6.0% | $145,877-38.1% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 8.64% | 84.11%-75.5pp | 66.63%-58.0pp | 551.28%-542.6pp |
| Employer contribution / active EE | $624 | $3,236-80.7% | $2,731-77.2% | $4,663-86.6% |
| Participant deferral / active EE | $1,521 | $5,294-71.3% | $4,523-66.4% | $6,691-77.3% |
| Admin fee / account holder | $960 | $7,261-86.8% | $6,160-84.4% | $13,402-92.8% |