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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 | $85,441 | $125,237-31.8% | $105,608-19.1% | $145,877-41.4% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 11.42% | 225.76%-214.3pp | 116.50%-105.1pp | 551.28%-539.9pp |
| Employer contribution / active EE | $2,349 | $3,720-36.9% | $3,167-25.8% | $4,663-49.6% |
| Participant deferral / active EE | $4,273 | $5,711-25.2% | $5,010-14.7% | $6,691-36.1% |
| Admin fee / account holder | $26,403 | $17,287+52.7% | $11,028+139.4% | $13,402+97.0% |