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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 | $69,248-87.6% | $64,101-86.6% | $139,466-93.8% |
| Participation rate | 72.7% | 75.6%-2.9pp | 72.3%+0.4pp | 80.3%-7.6pp |
| Annual return | 28.62% | 45.95%-17.3pp | 33.72%-5.1pp | 373.66%-345.0pp |
| Employer contribution / active EE | $950 | $3,185-70.2% | $2,749-65.4% | $4,754-80.0% |
| Participant deferral / active EE | $4,034 | $4,682-13.8% | $3,881+4.0% | $6,712-39.9% |
| Admin fee / account holder | $372 | $4,247-91.3% | $3,070-87.9% | $11,409-96.7% |