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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 | $123,142 | $125,184-1.6% | $105,607+16.6% | $145,884-15.6% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.8pp | 80.3%-8.9pp |
| Annual return | 16.10% | 225.00%-208.9pp | 116.11%-100.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $1,066 | $3,720-71.3% | $3,167-66.3% | $4,662-77.1% |
| Participant deferral / active EE | $7,888 | $5,714+38.1% | $5,011+57.4% | $6,690+17.9% |
| Admin fee / account holder | $1,114 | $17,133-93.5% | $10,958-89.8% | $13,392-91.7% |