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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 | $94,396 | $98,766-4.4% | $149,730-37.0% | $79,852+18.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 18.59% | 27.43%-8.8pp | 276.70%-258.1pp | 31.72%-13.1pp |
| Employer contribution / active EE | $1,476 | $3,217-54.1% | $4,645-68.2% | $2,471-40.3% |
| Participant deferral / active EE | $4,971 | $5,681-12.5% | $6,843-27.3% | $3,740+32.9% |
| Admin fee / account holder | $17,964 | $6,052+196.8% | $9,310+92.9% | $5,306+238.5% |