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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 | $95,995 | $78,694+22.0% | $67,652+41.9% | $125,389-23.4% |
| Participation rate | 81.8% | 78.8%+3.0pp | 75.7%+6.2pp | 83.2%-1.4pp |
| Annual return | 1.58% | 9.46%-7.9pp | 6625.40%-6623.8pp | 282.24%-280.7pp |
| Employer contribution / active EE | $803 | $3,044-73.6% | $2,266-64.6% | $4,866-83.5% |
| Participant deferral / active EE | $1,710 | $4,292-60.2% | $3,560-52.0% | $5,352-68.0% |
| Admin fee / account holder | $7,698 | $7,403+4.0% | $4,821+59.7% | $9,541-19.3% |