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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 | $108,349 | $111,878-3.2% | $93,727+15.6% | $145,897-25.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 7.98% | 204.28%-196.3pp | 133.83%-125.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,379 | $3,092-55.4% | $2,421-43.1% | $4,663-70.4% |
| Participant deferral / active EE | $6,186 | $4,920+25.7% | $4,417+40.0% | $6,689-7.5% |
| Admin fee / account holder | $529 | $10,256-94.8% | $8,292-93.6% | $13,390-96.1% |