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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 | $97,717 | $110,307-11.4% | $96,576+1.2% | $139,456-29.9% |
| Participation rate | 77.3% | 78.1%-0.8pp | 76.0%+1.3pp | 80.3%-3.1pp |
| Annual return | 14.46% | 26.40%-11.9pp | 25.87%-11.4pp | 373.45%-359.0pp |
| Employer contribution / active EE | $1,001 | $3,619-72.4% | $2,965-66.3% | $4,753-78.9% |
| Participant deferral / active EE | $3,928 | $5,547-29.2% | $4,851-19.0% | $6,711-41.5% |
| Admin fee / account holder | $17,143 | $11,597+47.8% | $8,253+107.7% | $11,407+50.3% |