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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 | $61,190 | $102,429-40.3% | $147,096-58.4% | $80,925-24.4% |
| Participation rate | 95.5% | 75.9%+19.6pp | 82.2%+13.3pp | 67.7%+27.8pp |
| Annual return | 11.94% | 135.02%-123.1pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,492 | $3,716-59.8% | $4,936-69.8% | $2,756-45.9% |
| Participant deferral / active EE | $5,692 | $6,649-14.4% | $8,071-29.5% | $4,299+32.4% |
| Admin fee / account holder | $6,703 | $7,957-15.8% | $13,005-48.5% | $6,940-3.4% |