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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 | $8,579 | $69,252-87.6% | $64,099-86.6% | $139,456-93.8% |
| Participation rate | 72.7% | 75.6%-2.9pp | 72.3%+0.4pp | 80.3%-7.6pp |
| Annual return | 28.62% | 45.89%-17.3pp | 33.70%-5.1pp | 373.45%-344.8pp |
| Employer contribution / active EE | $950 | $3,184-70.2% | $2,748-65.4% | $4,753-80.0% |
| Participant deferral / active EE | $4,034 | $4,683-13.9% | $3,881+3.9% | $6,711-39.9% |
| Admin fee / account holder | $372 | $4,248-91.3% | $3,070-87.9% | $11,407-96.7% |