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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 | $101,980 | $98,766+3.3% | $149,730-31.9% | $79,852+27.7% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 20.60% | 27.43%-6.8pp | 276.70%-256.1pp | 31.72%-11.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,129 | $5,681+43.1% | $6,843+18.8% | $3,740+117.3% |
| Admin fee / account holder | $1,255 | $6,052-79.3% | $9,310-86.5% | $5,306-76.4% |