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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 | $174,880 | $183,592-4.7% | $155,567+12.4% | $145,959+19.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 11.91% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,394 | $5,315-73.8% | $4,674-70.2% | $4,661-70.1% |
| Participant deferral / active EE | $2,883 | $6,464-55.4% | $5,628-48.8% | $6,689-56.9% |
| Admin fee / account holder | $8,061 | $19,318-58.3% | $15,916-49.4% | $13,398-39.8% |