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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 | $64,135 | $72,071-11.0% | $68,368-6.2% | $137,256-53.3% |
| Participation rate | 78.9% | 76.2%+2.7pp | 73.8%+5.2pp | 80.0%-1.0pp |
| Annual return | 20.79% | 353.14%-332.3pp | 292.57%-271.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,412 | $2,788-13.5% | $2,649-8.9% | $4,156-42.0% |
| Participant deferral / active EE | $8,663 | $4,410+96.5% | $4,123+110.1% | $6,407+35.2% |
| Admin fee / account holder | $2,553 | $5,336-52.1% | $5,150-50.4% | $12,270-79.2% |