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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 | $68,080 | $102,422-33.5% | $147,117-53.7% | $80,959-15.9% |
| Participation rate | 76.1% | 75.9%+0.2pp | 82.2%-6.1pp | 67.7%+8.4pp |
| Annual return | 20.94% | 135.16%-114.2pp | 420.54%-399.6pp | 35.67%-14.7pp |
| Employer contribution / active EE | $3,835 | $3,717+3.2% | $4,932-22.3% | $2,757+39.1% |
| Participant deferral / active EE | $6,442 | $6,652-3.2% | $8,065-20.1% | $4,300+49.8% |
| Admin fee / account holder | $5,698 | $7,953-28.4% | $12,993-56.1% | $6,925-17.7% |