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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 | $103,086 | $115,796-11.0% | $101,264+1.8% | $158,950-35.1% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 13.32% | 56.15%-42.8pp | 46.48%-33.2pp | 302.91%-289.6pp |
| Employer contribution / active EE | $1,678 | $4,175-59.8% | $3,660-54.2% | $4,762-64.8% |
| Participant deferral / active EE | $3,948 | $4,958-20.4% | $4,370-9.7% | $5,983-34.0% |
| Admin fee / account holder | $3,589 | $7,247-50.5% | $5,947-39.7% | $11,248-68.1% |