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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 | $81,817 | $102,422-20.1% | $147,117-44.4% | $80,959+1.1% |
| Participation rate | 74.5% | 75.9%-1.4pp | 82.2%-7.7pp | 67.7%+6.8pp |
| Annual return | 19.35% | 135.16%-115.8pp | 420.54%-401.2pp | 35.67%-16.3pp |
| Employer contribution / active EE | $2,224 | $3,717-40.2% | $4,932-54.9% | $2,757-19.3% |
| Participant deferral / active EE | $8,909 | $6,652+33.9% | $8,065+10.5% | $4,300+107.2% |
| Admin fee / account holder | $1,948 | $7,953-75.5% | $12,993-85.0% | $6,925-71.9% |