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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 | $133,294 | $124,346+7.2% | $111,308+19.8% | $167,536-20.4% |
| Participation rate | 77.8% | 79.6%-1.9pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 16.27% | 37.45%-21.2pp | 54.67%-38.4pp | 478.82%-462.6pp |
| Employer contribution / active EE | $1,109 | $3,437-67.7% | $2,732-59.4% | $4,839-77.1% |
| Participant deferral / active EE | $8,364 | $5,182+61.4% | $4,487+86.4% | $6,342+31.9% |
| Admin fee / account holder | $73,617 | $10,621+593.1% | $7,965+824.2% | $12,315+497.8% |