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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 | $74,511 | $48,053+55.1% | $84,628-12.0% | $72,975+2.1% |
| Participation rate | 72.5% | 57.6%+14.9pp | 68.2%+4.2pp | 69.5%+3.0pp |
| Annual return | 18.41% | 37.39%-19.0pp | 258.80%-240.4pp | 81.01%-62.6pp |
| Employer contribution / active EE | $1,500 | $1,602-6.4% | $2,653-43.5% | $2,440-38.5% |
| Participant deferral / active EE | $6,211 | $2,681+131.7% | $3,900+59.2% | $3,608+72.1% |
| Admin fee / account holder | $8,202 | $3,395+141.6% | $4,914+66.9% | $5,124+60.1% |