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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 | $57,779 | $56,134+2.9% | $96,192-39.9% | $85,851-32.7% |
| Participation rate | 72.5% | 56.7%+15.8pp | 68.4%+4.1pp | 69.3%+3.2pp |
| Annual return | 14.48% | 42.30%-27.8pp | 192.09%-177.6pp | 318.63%-304.2pp |
| Employer contribution / active EE | $2,249 | $1,620+38.8% | $2,799-19.7% | $2,565-12.3% |
| Participant deferral / active EE | $5,441 | $2,858+90.4% | $4,351+25.0% | $3,952+37.7% |
| Admin fee / account holder | $1,102 | $3,769-70.8% | $5,539-80.1% | $6,261-82.4% |