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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 | $99,121 | $85,766+15.6% | $136,298-27.3% | $70,126+41.3% |
| Participation rate | 84.8% | 74.2%+10.7pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 16.98% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,584 | $2,966-46.6% | $4,696-66.3% | $2,343-32.4% |
| Participant deferral / active EE | $3,370 | $5,051-33.3% | $6,247-46.1% | $3,332+1.1% |
| Admin fee / account holder | $3,458 | $5,421-36.2% | $9,244-62.6% | $4,645-25.6% |