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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 | $18,783 | $111,785-83.2% | $93,669-79.9% | $145,877-87.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.88% | 203.79%-192.9pp | 133.59%-122.7pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,165 | $3,096-62.4% | $2,424-52.0% | $4,663-75.0% |
| Participant deferral / active EE | $2,786 | $4,919-43.4% | $4,416-36.9% | $6,691-58.4% |
| Admin fee / account holder | $6,811 | $10,256-33.6% | $8,291-17.9% | $13,402-49.2% |