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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 | $17,765 | $106,001-83.2% | $92,235-80.7% | $147,585-88.0% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 21.24% | 50.05%-28.8pp | 176.28%-155.0pp | 578.56%-557.3pp |
| Employer contribution / active EE | $2,214 | $4,333-48.9% | $3,679-39.8% | $4,876-54.6% |
| Participant deferral / active EE | $4,457 | $4,478-0.5% | $3,897+14.4% | $5,439-18.0% |
| Admin fee / account holder | $1,391 | $6,332-78.0% | $5,194-73.2% | $10,885-87.2% |