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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 | $13,284 | $111,785-88.1% | $93,669-85.8% | $145,877-90.9% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 10.33% | 203.79%-193.5pp | 133.59%-123.3pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,375 | $3,096-23.3% | $2,424-2.0% | $4,663-49.1% |
| Participant deferral / active EE | $3,869 | $4,919-21.3% | $4,416-12.4% | $6,691-42.2% |
| Admin fee / account holder | $2,155 | $10,256-79.0% | $8,291-74.0% | $13,402-83.9% |