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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 | $28,417 | $111,814-74.6% | $93,654-69.7% | $145,959-80.5% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+8.0pp |
| Annual return | 13.96% | 203.30%-189.3pp | 133.34%-119.4pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,481 | $3,092-52.1% | $2,421-38.8% | $4,661-68.2% |
| Participant deferral / active EE | $2,176 | $4,914-55.7% | $4,413-50.7% | $6,689-67.5% |
| Admin fee / account holder | $951 | $10,246-90.7% | $8,282-88.5% | $13,398-92.9% |