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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 | $100,660 | $75,935+32.6% | $60,547+66.2% | $125,389-19.7% |
| Participation rate | 83.3% | 76.5%+6.8pp | 68.0%+15.4pp | 83.2%+0.1pp |
| Annual return | 1.40% | -5.38%+6.8pp | 335.64%-334.2pp | 282.24%-280.8pp |
| Employer contribution / active EE | $9,651 | $3,438+180.7% | $2,419+298.9% | $4,866+98.3% |
| Participant deferral / active EE | $24,405 | $4,506+441.6% | $3,328+633.4% | $5,352+356.0% |
| Admin fee / account holder | $21,499 | $6,768+217.7% | $4,536+374.0% | $9,541+125.3% |