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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 | $109,791 | $100,805+8.9% | $86,698+26.6% | $134,532-18.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -18.47% | 29.09%-47.6pp | 35.95%-54.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $884 | $3,490-74.7% | $2,837-68.8% | $4,741-81.3% |
| Participant deferral / active EE | $2,506 | $5,339-53.1% | $4,656-46.2% | $6,401-60.8% |
| Admin fee / account holder | $17,870 | $10,925+63.6% | $7,493+138.5% | $11,429+56.4% |