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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 | $47,160 | $96,691-51.2% | $86,656-45.6% | $139,487-66.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 16.28% | 106.87%-90.6pp | 593.09%-576.8pp | 373.84%-357.6pp |
| Employer contribution / active EE | $7,025 | $3,267+115.0% | $3,025+132.2% | $4,755+47.7% |
| Participant deferral / active EE | $5,429 | $4,838+12.2% | $4,439+22.3% | $6,713-19.1% |
| Admin fee / account holder | $100,559 | $6,414+1467.7% | $5,619+1689.7% | $11,407+781.5% |