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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 | $99,313 | $118,877-16.5% | $96,570+2.8% | $167,536-40.7% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 10.73% | 50.50%-39.8pp | 37.79%-27.1pp | 478.82%-468.1pp |
| Employer contribution / active EE | $1,955 | $3,121-37.3% | $2,357-17.1% | $4,839-59.6% |
| Participant deferral / active EE | $5,917 | $4,617+28.2% | $3,849+53.7% | $6,342-6.7% |
| Admin fee / account holder | $63,054 | $8,069+681.4% | $6,182+919.9% | $12,315+412.0% |