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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 | $84,482 | $102,422-17.5% | $147,117-42.6% | $80,959+4.4% |
| Participation rate | 86.1% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.4pp |
| Annual return | 13.90% | 135.16%-121.3pp | 420.54%-406.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $4,120 | $3,717+10.8% | $4,932-16.5% | $2,757+49.4% |
| Participant deferral / active EE | $8,355 | $6,652+25.6% | $8,065+3.6% | $4,300+94.3% |
| Admin fee / account holder | $851 | $7,953-89.3% | $12,993-93.4% | $6,925-87.7% |