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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 | $100,271 | $105,200-4.7% | $159,474-37.1% | $85,847+16.8% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.8%-0.1pp | 69.3%+13.4pp |
| Annual return | 12.95% | 45.08%-32.1pp | 263.68%-250.7pp | 318.61%-305.7pp |
| Employer contribution / active EE | $2,563 | $3,319-22.8% | $4,831-47.0% | $2,565-0.1% |
| Participant deferral / active EE | $5,811 | $5,946-2.3% | $7,353-21.0% | $3,952+47.0% |
| Admin fee / account holder | $2,720 | $6,934-60.8% | $10,802-74.8% | $6,261-56.6% |