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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 | $24,059 | $106,005-77.3% | $92,239-73.9% | $147,585-83.7% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 15.56% | 50.05%-34.5pp | 176.29%-160.7pp | 578.58%-563.0pp |
| Employer contribution / active EE | $1,012 | $4,333-76.6% | $3,680-72.5% | $4,876-79.2% |
| Participant deferral / active EE | $2,055 | $4,478-54.1% | $3,897-47.3% | $5,439-62.2% |
| Admin fee / account holder | $1,561 | $6,333-75.3% | $5,194-69.9% | $10,886-85.7% |