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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 | $109,772 | $100,805+8.9% | $86,698+26.6% | $134,532-18.4% |
| Participation rate | 73.3% | 79.0%-5.6pp | 76.6%-3.3pp | 81.2%-7.9pp |
| Annual return | -16.26% | 29.09%-45.4pp | 35.95%-52.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $908 | $3,490-74.0% | $2,837-68.0% | $4,741-80.8% |
| Participant deferral / active EE | $3,632 | $5,339-32.0% | $4,656-22.0% | $6,401-43.3% |
| Admin fee / account holder | $1,996 | $10,925-81.7% | $7,493-73.4% | $11,429-82.5% |