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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 | $95,019 | $111,830-15.0% | $93,696+1.4% | $145,884-34.9% |
| Participation rate | 91.7% | 74.2%+17.4pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 11.56% | 204.08%-192.5pp | 133.74%-122.2pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,925 | $3,093-37.8% | $2,422-20.5% | $4,662-58.7% |
| Participant deferral / active EE | $4,802 | $4,920-2.4% | $4,417+8.7% | $6,690-28.2% |
| Admin fee / account holder | $19,272 | $10,249+88.0% | $8,287+132.6% | $13,392+43.9% |