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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 | $141,172 | $114,013+23.8% | $103,693+36.1% | $155,188-9.0% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 80.8%-10.8pp |
| Annual return | 8.03% | 49.31%-41.3pp | 47.61%-39.6pp | 148.84%-140.8pp |
| Employer contribution / active EE | $1,401 | $3,131-55.2% | $2,920-52.0% | $4,248-67.0% |
| Participant deferral / active EE | $3,244 | $4,970-34.7% | $4,579-29.2% | $6,531-50.3% |
| Admin fee / account holder | $1,636 | $8,407-80.5% | $7,858-79.2% | $14,480-88.7% |