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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 | $93,346 | $106,918-12.7% | $84,021+11.1% | $152,897-38.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 18.26% | 105.01%-86.7pp | 71.32%-53.1pp | 345.43%-327.2pp |
| Employer contribution / active EE | $730 | $2,735-73.3% | $1,984-63.2% | $4,764-84.7% |
| Participant deferral / active EE | $3,850 | $4,012-4.0% | $3,239+18.9% | $5,851-34.2% |
| Admin fee / account holder | $778 | $8,288-90.6% | $6,102-87.2% | $11,599-93.3% |