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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 | $138,017 | $81,276+69.8% | $155,574-11.3% | $80,925+70.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.93% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $1,640 | $3,103-47.1% | $4,676-64.9% | $2,756-40.5% |
| Participant deferral / active EE | $5,515 | $3,453+59.7% | $5,629-2.0% | $4,299+28.3% |
| Admin fee / account holder | $3,107 | $7,993-61.1% | $15,914-80.5% | $6,940-55.2% |