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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 | $27,898 | $102,638-72.8% | $81,982-66.0% | $158,982-82.5% |
| Participation rate | 77.8% | 75.5%+2.2pp | 69.3%+8.5pp | 82.0%-4.2pp |
| Annual return | 15.56% | 61.05%-45.5pp | 41.31%-25.8pp | 302.99%-287.4pp |
| Employer contribution / active EE | $1,206 | $3,241-62.8% | $2,498-51.7% | $4,763-74.7% |
| Participant deferral / active EE | $2,190 | $4,649-52.9% | $3,722-41.2% | $5,983-63.4% |
| Admin fee / account holder | $3,829 | $8,237-53.5% | $5,665-32.4% | $11,252-66.0% |