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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 | $111,785-3.1% | $93,669+15.7% | $145,877-25.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 7.98% | 203.79%-195.8pp | 133.59%-125.6pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,379 | $3,096-55.5% | $2,424-43.1% | $4,663-70.4% |
| Participant deferral / active EE | $6,186 | $4,919+25.8% | $4,416+40.1% | $6,691-7.5% |
| Admin fee / account holder | $529 | $10,256-94.8% | $8,291-93.6% | $13,402-96.1% |