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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 | $77,834 | $112,131-30.6% | $95,964-18.9% | $158,982-51.0% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 10.58% | 171.19%-160.6pp | 91.64%-81.1pp | 302.99%-292.4pp |
| Employer contribution / active EE | $2,900 | $3,199-9.4% | $2,541+14.1% | $4,763-39.1% |
| Participant deferral / active EE | $3,483 | $4,784-27.2% | $4,167-16.4% | $5,983-41.8% |
| Admin fee / account holder | $14,528 | $10,136+43.3% | $6,797+113.7% | $11,252+29.1% |