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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 | $95,163 | $102,422-7.1% | $147,117-35.3% | $80,959+17.5% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 12.93% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,268 | $3,717-39.0% | $4,932-54.0% | $2,757-17.8% |
| Participant deferral / active EE | $4,842 | $6,652-27.2% | $8,065-40.0% | $4,300+12.6% |
| Admin fee / account holder | $2,115 | $7,953-73.4% | $12,993-83.7% | $6,925-69.5% |