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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 | $81,944 | $102,382-20.0% | $147,005-44.3% | $80,874+1.3% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 14.08% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,835 | $3,715-23.7% | $4,934-42.5% | $2,756+2.9% |
| Participant deferral / active EE | $7,151 | $6,646+7.6% | $8,070-11.4% | $4,297+66.4% |
| Admin fee / account holder | $9,055 | $7,942+14.0% | $13,006-30.4% | $6,935+30.6% |