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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 | $31,050 | $99,995-68.9% | $85,063-63.5% | $145,978-78.7% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 23.59% | 83.99%-60.4pp | 66.54%-42.9pp | 550.52%-526.9pp |
| Employer contribution / active EE | $6,204 | $3,231+92.0% | $2,727+127.5% | $4,662+33.1% |
| Participant deferral / active EE | $4,971 | $5,295-6.1% | $4,523+9.9% | $6,690-25.7% |
| Admin fee / account holder | $555 | $7,255-92.4% | $6,155-91.0% | $13,400-95.9% |