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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 | $86,385 | $101,618-15.0% | $93,063-7.2% | $137,256-37.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 15.96% | 223.95%-208.0pp | 34.15%-18.2pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,390 | $2,707-48.7% | $2,476-43.9% | $4,156-66.6% |
| Participant deferral / active EE | $4,600 | $4,279+7.5% | $3,958+16.2% | $6,407-28.2% |
| Admin fee / account holder | $832 | $6,198-86.6% | $6,033-86.2% | $12,270-93.2% |