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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 | $99,681 | $132,634-24.8% | $115,768-13.9% | $137,256-27.4% |
| Participation rate | 79.2% | 77.9%+1.3pp | 74.4%+4.8pp | 80.0%-0.8pp |
| Annual return | 20.15% | 160.70%-140.5pp | 100.46%-80.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,752 | $5,619-33.2% | $4,917-23.7% | $6,407-41.4% |
| Admin fee / account holder | $2,356 | $15,028-84.3% | $12,439-81.1% | $12,270-80.8% |