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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 | $102,505 | $106,905-4.1% | $84,020+22.0% | $152,885-33.0% |
| Participation rate | 76.2% | 75.2%+0.9pp | 69.0%+7.2pp | 82.5%-6.3pp |
| Annual return | 12.87% | 105.00%-92.1pp | 71.31%-58.4pp | 345.39%-332.5pp |
| Employer contribution / active EE | $694 | $2,735-74.6% | $1,984-65.0% | $4,763-85.4% |
| Participant deferral / active EE | $1,861 | $4,012-53.6% | $3,239-42.6% | $5,851-68.2% |
| Admin fee / account holder | $976 | $8,287-88.2% | $6,101-84.0% | $11,598-91.6% |