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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 | $40,593 | $105,210-61.4% | $159,487-74.5% | $85,851-52.7% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.8%-7.3pp | 69.3%+6.2pp |
| Annual return | 14.94% | 45.08%-30.1pp | 263.71%-248.8pp | 318.63%-303.7pp |
| Employer contribution / active EE | $3,334 | $3,319+0.5% | $4,831-31.0% | $2,565+30.0% |
| Participant deferral / active EE | $2,776 | $5,946-53.3% | $7,354-62.2% | $3,952-29.8% |
| Admin fee / account holder | $2,514 | $6,934-63.8% | $10,804-76.7% | $6,261-59.9% |