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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 | $38,894 | $111,830-65.2% | $93,696-58.5% | $145,884-73.3% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 11.81% | 204.08%-192.3pp | 133.74%-121.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,097 | $3,093-32.2% | $2,422-13.4% | $4,662-55.0% |
| Participant deferral / active EE | $6,227 | $4,920+26.6% | $4,417+41.0% | $6,690-6.9% |
| Admin fee / account holder | $1,612 | $10,249-84.3% | $8,287-80.5% | $13,392-88.0% |