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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 | $30,127 | $201,372-85.0% | $184,260-83.6% | $145,884-79.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 106.87% | 29.04%+77.8pp | 28.84%+78.0pp | 551.85%-445.0pp |
| Employer contribution / active EE | $3,997 | $7,024-43.1% | $6,427-37.8% | $4,662-14.3% |
| Participant deferral / active EE | $7,311 | $9,808-25.5% | $9,133-19.9% | $6,690+9.3% |
| Admin fee / account holder | $2,649 | $16,362-83.8% | $13,898-80.9% | $13,392-80.2% |