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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 | $28,685 | $103,000-72.2% | $90,300-68.2% | $152,885-81.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 25.67% | 95.19%-69.5pp | 78.11%-52.4pp | 345.39%-319.7pp |
| Employer contribution / active EE | $2,496 | $3,138-20.5% | $2,854-12.6% | $4,763-47.6% |
| Participant deferral / active EE | $3,434 | $4,281-19.8% | $3,884-11.6% | $5,851-41.3% |
| Admin fee / account holder | $2,354 | $6,173-61.9% | $5,353-56.0% | $11,598-79.7% |