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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 | $96,437 | $105,200-8.3% | $159,474-39.5% | $85,847+12.3% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.8%+2.5pp | 69.3%+16.0pp |
| Annual return | 13.58% | 45.08%-31.5pp | 263.68%-250.1pp | 318.61%-305.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,062 | $5,946-14.9% | $7,353-31.2% | $3,952+28.1% |
| Admin fee / account holder | $12,893 | $6,934+85.9% | $10,802+19.4% | $6,261+105.9% |