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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 | $94,607 | $80,812+17.1% | $160,784-41.2% | $82,448+14.7% |
| Participation rate | 78.8% | 66.2%+12.6pp | 77.0%+1.9pp | 68.1%+10.8pp |
| Annual return | 17.30% | 100.59%-83.3pp | 1803.92%-1786.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,285 | $2,174+5.1% | $3,733-38.8% | $2,551-10.4% |
| Participant deferral / active EE | $9,587 | $4,335+121.1% | $6,293+52.3% | $4,139+131.6% |
| Admin fee / account holder | $5,594 | $7,695-27.3% | $9,717-42.4% | $7,234-22.7% |