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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 | $109,006 | $111,878-2.6% | $93,727+16.3% | $145,897-25.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 21.64% | 204.28%-182.6pp | 133.83%-112.2pp | 552.29%-530.7pp |
| Employer contribution / active EE | $1,394 | $3,092-54.9% | $2,421-42.4% | $4,663-70.1% |
| Participant deferral / active EE | $8,110 | $4,920+64.8% | $4,417+83.6% | $6,689+21.2% |
| Admin fee / account holder | $890 | $10,256-91.3% | $8,292-89.3% | $13,390-93.4% |