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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 | $70,038 | $137,414-49.0% | $189,520-63.0% | $85,856-18.4% |
| Participation rate | 76.4% | 84.6%-8.2pp | 87.8%-11.4pp | 69.3%+7.1pp |
| Annual return | 13.57% | 38.14%-24.6pp | 555.25%-541.7pp | 318.58%-305.0pp |
| Employer contribution / active EE | $1,727 | $4,344-60.2% | $6,161-72.0% | $2,565-32.7% |
| Participant deferral / active EE | $4,802 | $6,260-23.3% | $8,220-41.6% | $3,952+21.5% |
| Admin fee / account holder | $5,849 | $8,630-32.2% | $12,046-51.4% | $6,261-6.6% |