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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 | $73,783 | $106,008-30.4% | $92,240-20.0% | $147,586-50.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 27.62% | 50.05%-22.4pp | 176.29%-148.7pp | 578.59%-551.0pp |
| Employer contribution / active EE | $18,810 | $4,333+334.1% | $3,680+411.2% | $4,876+285.7% |
| Participant deferral / active EE | $7,109 | $4,478+58.7% | $3,897+82.4% | $5,439+30.7% |
| Admin fee / account holder | $6,543 | $6,333+3.3% | $5,194+26.0% | $10,886-39.9% |