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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 | $82,797 | $115,814-28.5% | $101,275-18.2% | $158,982-47.9% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 11.74% | 56.16%-44.4pp | 46.48%-34.7pp | 302.99%-291.3pp |
| Employer contribution / active EE | $5,383 | $4,176+28.9% | $3,660+47.1% | $4,763+13.0% |
| Participant deferral / active EE | $4,852 | $4,958-2.1% | $4,371+11.0% | $5,983-18.9% |
| Admin fee / account holder | $17,337 | $7,249+139.2% | $5,948+191.5% | $11,252+54.1% |