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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 | $102,887 | $110,093-6.5% | $97,295+5.7% | $145,897-29.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 11.74% | 244.76%-233.0pp | 75.62%-63.9pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,782 | $3,077-42.1% | $2,723-34.6% | $4,663-61.8% |
| Participant deferral / active EE | $5,393 | $4,678+15.3% | $4,264+26.5% | $6,689-19.4% |
| Admin fee / account holder | $1,075 | $6,212-82.7% | $5,646-81.0% | $13,390-92.0% |