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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 | $59,317 | $102,429-42.1% | $147,096-59.7% | $80,925-26.7% |
| Participation rate | 90.2% | 75.9%+14.3pp | 82.2%+8.0pp | 67.7%+22.5pp |
| Annual return | 12.57% | 135.02%-122.5pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $3,323 | $3,716-10.6% | $4,936-32.7% | $2,756+20.6% |
| Participant deferral / active EE | $5,998 | $6,649-9.8% | $8,071-25.7% | $4,299+39.5% |
| Admin fee / account holder | $4,908 | $7,957-38.3% | $13,005-62.3% | $6,940-29.3% |