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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 | $81,502 | $102,393-20.4% | $147,041-44.6% | $80,911+0.7% |
| Participation rate | 90.1% | 75.9%+14.3pp | 82.2%+8.0pp | 67.6%+22.5pp |
| Annual return | 12.04% | 134.95%-122.9pp | 419.21%-407.2pp | 35.63%-23.6pp |
| Employer contribution / active EE | $1,459 | $3,715-60.7% | $4,935-70.4% | $2,756-47.1% |
| Participant deferral / active EE | $3,314 | $6,647-50.1% | $8,071-58.9% | $4,297-22.9% |
| Admin fee / account holder | $5,588 | $7,943-29.7% | $13,006-57.0% | $6,935-19.4% |