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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 | $77,596 | $102,422-24.2% | $147,117-47.3% | $80,959-4.2% |
| Participation rate | 83.9% | 75.9%+8.0pp | 82.2%+1.7pp | 67.7%+16.2pp |
| Annual return | 21.94% | 135.16%-113.2pp | 420.54%-398.6pp | 35.67%-13.7pp |
| Employer contribution / active EE | $2,857 | $3,717-23.1% | $4,932-42.1% | $2,757+3.6% |
| Participant deferral / active EE | $13,013 | $6,652+95.6% | $8,065+61.4% | $4,300+202.6% |
| Admin fee / account holder | $17,893 | $7,953+125.0% | $12,993+37.7% | $6,925+158.4% |