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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 | $89,562 | $106,923-16.2% | $84,023+6.6% | $152,909-41.4% |
| Participation rate | 91.7% | 75.3%+16.4pp | 69.0%+22.6pp | 82.5%+9.2pp |
| Annual return | 24.33% | 105.02%-80.7pp | 71.32%-47.0pp | 345.46%-321.1pp |
| Employer contribution / active EE | $3,079 | $2,735+12.6% | $1,984+55.2% | $4,764-35.4% |
| Participant deferral / active EE | $8,151 | $4,013+103.1% | $3,239+151.6% | $5,851+39.3% |
| Admin fee / account holder | $357 | $8,289-95.7% | $6,102-94.2% | $11,601-96.9% |