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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 | $94,442 | $155,833-39.4% | $124,693-24.3% | $167,536-43.6% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 12.83% | 17.98%-5.1pp | 5144.19%-5131.4pp | 478.82%-466.0pp |
| Employer contribution / active EE | $1,790 | $4,164-57.0% | $3,324-46.2% | $4,839-63.0% |
| Participant deferral / active EE | $6,378 | $5,675+12.4% | $4,615+38.2% | $6,342+0.6% |
| Admin fee / account holder | $455 | $9,534-95.2% | $7,494-93.9% | $12,315-96.3% |