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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 | $86,750 | $102,382-15.3% | $147,005-41.0% | $80,874+7.3% |
| Participation rate | 89.4% | 75.8%+13.5pp | 82.2%+7.2pp | 67.6%+21.7pp |
| Annual return | 14.48% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $2,424 | $3,715-34.7% | $4,934-50.9% | $2,756-12.0% |
| Participant deferral / active EE | $5,780 | $6,646-13.0% | $8,070-28.4% | $4,297+34.5% |
| Admin fee / account holder | $5,085 | $7,942-36.0% | $13,006-60.9% | $6,935-26.7% |