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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 | $23,367 | $106,923-78.1% | $84,023-72.2% | $152,909-84.7% |
| Participation rate | 75.0% | 75.3%-0.3pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 84.92% | 105.02%-20.1pp | 71.32%+13.6pp | 345.46%-260.5pp |
| Employer contribution / active EE | $448 | $2,735-83.6% | $1,984-77.4% | $4,764-90.6% |
| Participant deferral / active EE | $2,238 | $4,013-44.2% | $3,239-30.9% | $5,851-61.8% |
| Admin fee / account holder | $10,385 | $8,289+25.3% | $6,102+70.2% | $11,601-10.5% |