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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 | $72,719 | $176,402-58.8% | $134,155-45.8% | $158,950-54.3% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 11.31% | 63.66%-52.3pp | 36.34%-25.0pp | 302.91%-291.6pp |
| Employer contribution / active EE | $1,731 | $5,042-65.7% | $3,705-53.3% | $4,762-63.7% |
| Participant deferral / active EE | $5,809 | $4,093+41.9% | $3,500+66.0% | $5,983-2.9% |
| Admin fee / account holder | $551 | $8,719-93.7% | $6,685-91.8% | $11,248-95.1% |