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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 | $90,186 | $99,079-9.0% | $78,002+15.6% | $273,972-67.1% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.5%+1.4pp | 83.0%-6.1pp |
| Annual return | 7.95% | 217.93%-210.0pp | 425.99%-418.0pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,476 | $3,308-25.2% | $2,470+0.2% | $4,869-49.2% |
| Participant deferral / active EE | $4,665 | $4,306+8.3% | $3,497+33.4% | $5,287-11.8% |
| Admin fee / account holder | $42,863 | $8,954+378.7% | $5,481+682.1% | $10,133+323.0% |