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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 | $27,785 | $148,582-81.3% | $135,942-79.6% | $139,456-80.1% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 77.21% | 79.26%-2.0pp | 68.28%+8.9pp | 373.45%-296.2pp |
| Employer contribution / active EE | $3,730 | $5,245-28.9% | $4,858-23.2% | $4,753-21.5% |
| Participant deferral / active EE | $7,439 | $8,101-8.2% | $7,759-4.1% | $6,711+10.8% |
| Admin fee / account holder | $4,277 | $12,402-65.5% | $10,764-60.3% | $11,407-62.5% |