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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 | $160,269 | $100,811+59.0% | $86,698+84.9% | $134,545+19.1% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -5.58% | 29.11%-34.7pp | 35.96%-41.5pp | 418.37%-423.9pp |
| Employer contribution / active EE | $990 | $3,490-71.6% | $2,837-65.1% | $4,742-79.1% |
| Participant deferral / active EE | $2,481 | $5,339-53.5% | $4,656-46.7% | $6,401-61.2% |
| Admin fee / account holder | $1,378 | $10,926-87.4% | $7,492-81.6% | $11,431-87.9% |