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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 | $81,785 | $102,422-20.1% | $147,117-44.4% | $80,959+1.0% |
| Participation rate | 91.5% | 75.9%+15.6pp | 82.2%+9.3pp | 67.7%+23.8pp |
| Annual return | 14.50% | 135.16%-120.7pp | 420.54%-406.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $3,142 | $3,717-15.5% | $4,932-36.3% | $2,757+14.0% |
| Participant deferral / active EE | $6,033 | $6,652-9.3% | $8,065-25.2% | $4,300+40.3% |
| Admin fee / account holder | $21,743 | $7,953+173.4% | $12,993+67.3% | $6,925+214.0% |