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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 | $71,216 | $65,575+8.6% | $86,209-17.4% | $75,181-5.3% |
| Participation rate | 89.7% | 60.5%+29.3pp | 69.0%+20.8pp | 67.2%+22.5pp |
| Annual return | 18.54% | 46.07%-27.5pp | 1169.05%-1150.5pp | 160.69%-142.1pp |
| Employer contribution / active EE | $1,282 | $1,553-17.5% | $2,381-46.2% | $2,671-52.0% |
| Participant deferral / active EE | $3,851 | $3,023+27.4% | $3,986-3.4% | $4,126-6.7% |
| Admin fee / account holder | $3,311 | $5,470-39.5% | $6,853-51.7% | $5,650-41.4% |