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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 | $78,130 | $103,000-24.1% | $90,300-13.5% | $152,885-48.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 20.65% | 95.19%-74.5pp | 78.11%-57.5pp | 345.39%-324.7pp |
| Employer contribution / active EE | $2,595 | $3,138-17.3% | $2,854-9.1% | $4,763-45.5% |
| Participant deferral / active EE | $3,940 | $4,281-8.0% | $3,884+1.4% | $5,851-32.7% |
| Admin fee / account holder | $692 | $6,173-88.8% | $5,353-87.1% | $11,598-94.0% |