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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 | $77,074 | $95,975-19.7% | $74,549+3.4% | $135,379-43.1% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | 9.40% | 56.96%-47.6pp | 32.53%-23.1pp | 519.79%-510.4pp |
| Employer contribution / active EE | $7,963 | $2,716+193.2% | $1,961+306.1% | $4,779+66.6% |
| Participant deferral / active EE | $6,486 | $3,844+68.7% | $3,108+108.7% | $5,609+15.6% |
| Admin fee / account holder | $993 | $6,522-84.8% | $5,059-80.4% | $10,828-90.8% |