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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 | $70,833 | $102,429-30.8% | $147,096-51.8% | $80,925-12.5% |
| Participation rate | 77.2% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 19.55% | 135.02%-115.5pp | 419.75%-400.2pp | 35.65%-16.1pp |
| Employer contribution / active EE | $3,345 | $3,716-10.0% | $4,936-32.2% | $2,756+21.3% |
| Participant deferral / active EE | $7,134 | $6,649+7.3% | $8,071-11.6% | $4,299+66.0% |
| Admin fee / account holder | $9,216 | $7,957+15.8% | $13,005-29.1% | $6,940+32.8% |