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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 | $75,457 | $100,262-24.7% | $81,370-7.3% | $145,897-48.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 9.23% | 34.52%-25.3pp | 24.85%-15.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $20,787 | $2,979+597.8% | $2,464+743.6% | $4,663+345.8% |
| Participant deferral / active EE | $12,118 | $4,612+162.7% | $3,885+211.9% | $6,689+81.2% |
| Admin fee / account holder | $310 | $8,163-96.2% | $5,749-94.6% | $13,390-97.7% |