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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 | $83,380 | $183,516-54.6% | $155,534-46.4% | $145,884-42.8% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 16.81% | 61.43%-44.6pp | 64.92%-48.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $9,336 | $5,315+75.7% | $4,675+99.7% | $4,662+100.2% |
| Participant deferral / active EE | $4,462 | $6,467-31.0% | $5,630-20.7% | $6,690-33.3% |
| Admin fee / account holder | $15,585 | $19,293-19.2% | $15,900-2.0% | $13,392+16.4% |