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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 | $94,750 | $102,382-7.5% | $147,005-35.5% | $80,874+17.2% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.2%-0.3pp | 67.6%+14.2pp |
| Annual return | 14.33% | 134.89%-120.6pp | 418.76%-404.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $3,327 | $3,715-10.4% | $4,934-32.6% | $2,756+20.7% |
| Participant deferral / active EE | $7,402 | $6,646+11.4% | $8,070-8.3% | $4,297+72.3% |
| Admin fee / account holder | $4,195 | $7,942-47.2% | $13,006-67.7% | $6,935-39.5% |