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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 | $56,435 | $55,446+1.8% | $155,574-63.7% | $74,429-24.2% |
| Participation rate | 77.0% | 61.9%+15.1pp | 78.2%-1.2pp | 67.2%+9.8pp |
| Annual return | 12.87% | 269.20%-256.3pp | 64.87%-52.0pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $2,043 | $2,266-9.9% | $4,676-56.3% | $2,625-22.2% |
| Participant deferral / active EE | $3,859 | $2,836+36.1% | $5,629-31.4% | $4,348-11.2% |
| Admin fee / account holder | $7,060 | $1,743+305.1% | $15,914-55.6% | $1,944+263.1% |