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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 | $136,288 | $103,038+32.3% | $90,324+50.9% | $152,909-10.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 26.28% | 95.25%-69.0pp | 78.15%-51.9pp | 345.46%-319.2pp |
| Employer contribution / active EE | $1,236 | $3,141-60.6% | $2,856-56.7% | $4,764-74.1% |
| Participant deferral / active EE | $3,297 | $4,282-23.0% | $3,885-15.1% | $5,851-43.7% |
| Admin fee / account holder | $1,419 | $6,177-77.0% | $5,356-73.5% | $11,601-87.8% |