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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 | $68,118 | $55,472+22.8% | $155,567-56.2% | $74,546-8.6% |
| Participation rate | 79.2% | 61.9%+17.3pp | 78.2%+1.0pp | 67.2%+12.0pp |
| Annual return | 20.25% | 268.72%-248.5pp | 64.74%-44.5pp | 1366.03%-1345.8pp |
| Employer contribution / active EE | $1,816 | $2,269-20.0% | $4,674-61.2% | $2,624-30.8% |
| Participant deferral / active EE | $9,071 | $2,838+219.6% | $5,628+61.2% | $4,347+108.6% |
| Admin fee / account holder | $5,385 | $1,743+209.0% | $15,916-66.2% | $1,944+177.1% |