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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 | $84,175 | $107,368-21.6% | $92,915-9.4% | $152,909-45.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 22.39% | 145.64%-123.3pp | 109.45%-87.1pp | 345.46%-323.1pp |
| Employer contribution / active EE | $1,126 | $4,222-73.3% | $3,653-69.2% | $4,764-76.4% |
| Participant deferral / active EE | $3,269 | $4,848-32.6% | $4,238-22.9% | $5,851-44.1% |
| Admin fee / account holder | $4,989 | $7,082-29.6% | $5,796-13.9% | $11,601-57.0% |