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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 | $108,441 | $100,805+7.6% | $86,698+25.1% | $134,532-19.4% |
| Participation rate | 90.5% | 79.0%+11.5pp | 76.6%+13.9pp | 81.2%+9.2pp |
| Annual return | -19.42% | 29.09%-48.5pp | 35.95%-55.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,149 | $3,490-67.1% | $2,837-59.5% | $4,741-75.8% |
| Participant deferral / active EE | $4,120 | $5,339-22.8% | $4,656-11.5% | $6,401-35.6% |
| Admin fee / account holder | $707 | $10,925-93.5% | $7,493-90.6% | $11,429-93.8% |