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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 | $89,465 | $93,346-4.2% | $71,796+24.6% | $273,972-67.3% |
| Participation rate | 73.7% | 76.5%-2.8pp | 69.1%+4.6pp | 83.0%-9.3pp |
| Annual return | 10.79% | 130.39%-119.6pp | 78.04%-67.2pp | 41.46%-30.7pp |
| Employer contribution / active EE | $733 | $2,733-73.2% | $1,924-61.9% | $4,869-84.9% |
| Participant deferral / active EE | $5,428 | $3,475+56.2% | $2,794+94.2% | $5,287+2.7% |
| Admin fee / account holder | $2,844 | $6,571-56.7% | $4,815-40.9% | $10,133-71.9% |