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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 | $111,998 | $96,691+15.8% | $86,656+29.2% | $139,487-19.7% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 11.71% | 106.87%-95.2pp | 593.09%-581.4pp | 373.84%-362.1pp |
| Employer contribution / active EE | $1,587 | $3,267-51.4% | $3,025-47.6% | $4,755-66.6% |
| Participant deferral / active EE | $3,488 | $4,838-27.9% | $4,439-21.4% | $6,713-48.0% |
| Admin fee / account holder | $5,647 | $6,414-12.0% | $5,619+0.5% | $11,407-50.5% |