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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 | $83,898 | $63,346+32.4% | $92,239-9.0% | $70,124+19.6% |
| Participation rate | 80.9% | 68.7%+12.2pp | 76.5%+4.4pp | 69.5%+11.3pp |
| Annual return | 18.81% | 530.19%-511.4pp | 176.29%-157.5pp | 73.14%-54.3pp |
| Employer contribution / active EE | $829 | $2,471-66.5% | $3,680-77.5% | $2,342-64.6% |
| Participant deferral / active EE | $5,534 | $2,854+93.9% | $3,897+42.0% | $3,332+66.1% |
| Admin fee / account holder | $7,457 | $3,841+94.1% | $5,194+43.6% | $4,645+60.5% |