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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 | $24,859 | $111,785-77.8% | $93,669-73.5% | $145,877-83.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 14.23% | 203.79%-189.6pp | 133.59%-119.4pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,923 | $3,096-37.9% | $2,424-20.7% | $4,663-58.8% |
| Participant deferral / active EE | $2,054 | $4,919-58.2% | $4,416-53.5% | $6,691-69.3% |
| Admin fee / account holder | $2,135 | $10,256-79.2% | $8,291-74.2% | $13,402-84.1% |