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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 | $89,552 | $52,353+71.1% | $120,225-25.5% | $82,448+8.6% |
| Participation rate | 74.3% | 58.3%+16.0pp | 69.6%+4.7pp | 68.1%+6.3pp |
| Annual return | 18.23% | 61.85%-43.6pp | 439.23%-421.0pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,459 | $1,510+62.8% | $3,475-29.3% | $2,551-3.6% |
| Participant deferral / active EE | $6,203 | $2,627+136.1% | $3,999+55.1% | $4,139+49.9% |
| Admin fee / account holder | $6,815 | $4,363+56.2% | $5,696+19.6% | $7,234-5.8% |