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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 | $84,758 | $102,385-17.2% | $147,080-42.4% | $80,935+4.7% |
| Participation rate | 93.2% | 75.9%+17.4pp | 82.2%+11.0pp | 67.7%+25.6pp |
| Annual return | 16.80% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $2,827 | $3,717-23.9% | $4,933-42.7% | $2,757+2.6% |
| Participant deferral / active EE | $13,554 | $6,651+103.8% | $8,066+68.0% | $4,299+215.2% |
| Admin fee / account holder | $7,705 | $7,951-3.1% | $12,989-40.7% | $6,924+11.3% |