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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 | $161,451 | $197,819-18.4% | $155,789+3.6% | $125,389+28.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 76.1%+1.7pp | 83.2%-5.4pp |
| Annual return | 1.43% | 86.73%-85.3pp | 71.54%-70.1pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,143 | $4,850-76.4% | $3,839-70.2% | $4,866-76.5% |
| Participant deferral / active EE | $7,620 | $5,631+35.3% | $4,798+58.8% | $5,352+42.4% |
| Admin fee / account holder | $2,359 | $9,544-75.3% | $7,477-68.4% | $9,541-75.3% |