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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 | $86,859 | $100,203-13.3% | $85,240+1.9% | $145,897-40.5% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 10.76% | 84.28%-73.5pp | 66.75%-56.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,815 | $3,242-44.0% | $2,735-33.6% | $4,663-61.1% |
| Participant deferral / active EE | $10,974 | $5,299+107.1% | $4,527+142.4% | $6,689+64.1% |
| Admin fee / account holder | $988 | $7,265-86.4% | $6,165-84.0% | $13,390-92.6% |