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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 | $84,294 | $102,422-17.7% | $147,117-42.7% | $80,959+4.1% |
| Participation rate | 80.8% | 75.9%+4.9pp | 82.2%-1.4pp | 67.7%+13.1pp |
| Annual return | 15.64% | 135.16%-119.5pp | 420.54%-404.9pp | 35.67%-20.0pp |
| Employer contribution / active EE | $3,615 | $3,717-2.8% | $4,932-26.7% | $2,757+31.1% |
| Participant deferral / active EE | $9,862 | $6,652+48.3% | $8,065+22.3% | $4,300+129.3% |
| Admin fee / account holder | $6,286 | $7,953-21.0% | $12,993-51.6% | $6,925-9.2% |