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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 | $80,672 | $112,915-28.6% | $90,965-11.3% | $158,950-49.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 16.46% | 215.75%-199.3pp | 134.57%-118.1pp | 302.91%-286.5pp |
| Employer contribution / active EE | $1,230 | $2,894-57.5% | $2,122-42.0% | $4,762-74.2% |
| Participant deferral / active EE | $3,091 | $4,128-25.1% | $3,373-8.4% | $5,983-48.3% |
| Admin fee / account holder | $941 | $8,044-88.3% | $5,960-84.2% | $11,248-91.6% |