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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 | $80,678 | $57,352+40.7% | $83,831-3.8% | $64,173+25.7% |
| Participation rate | 89.5% | 68.6%+20.9pp | 76.1%+13.3pp | 69.6%+19.9pp |
| Annual return | -0.94% | 11.38%-12.3pp | 850.99%-851.9pp | 7.63%-8.6pp |
| Employer contribution / active EE | $3,411 | $2,546+34.0% | $3,631-6.1% | $2,381+43.3% |
| Participant deferral / active EE | $7,078 | $2,993+136.5% | $4,082+73.4% | $3,470+104.0% |
| Admin fee / account holder | $2,673 | $4,046-33.9% | $5,479-51.2% | $4,887-45.3% |