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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 | $22,858 | $124,330-81.6% | $109,173-79.1% | $167,536-86.4% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 78.82% | 26.04%+52.8pp | 25.75%+53.1pp | 478.82%-400.0pp |
| Employer contribution / active EE | $3,109 | $4,209-26.1% | $3,723-16.5% | $4,839-35.8% |
| Participant deferral / active EE | $12,842 | $5,256+144.3% | $4,654+175.9% | $6,342+102.5% |
| Admin fee / account holder | $774 | $7,974-90.3% | $6,755-88.5% | $12,315-93.7% |