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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 | $10,638 | $95,664-88.9% | $76,902-86.2% | $139,487-92.4% |
| Participation rate | 76.5% | 74.0%+2.5pp | 69.6%+6.9pp | 80.3%-3.9pp |
| Annual return | 25.03% | 55.03%-30.0pp | 37.91%-12.9pp | 373.84%-348.8pp |
| Employer contribution / active EE | $1,818 | $3,147-42.2% | $2,534-28.3% | $4,755-61.8% |
| Participant deferral / active EE | $3,059 | $4,626-33.9% | $3,833-20.2% | $6,713-54.4% |
| Admin fee / account holder | $772 | $8,311-90.7% | $5,479-85.9% | $11,407-93.2% |