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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 | $57,829 | $111,814-48.3% | $93,654-38.3% | $145,959-60.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 8.89% | 203.30%-194.4pp | 133.34%-124.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,453 | $3,092-53.0% | $2,421-40.0% | $4,661-68.8% |
| Participant deferral / active EE | $2,412 | $4,914-50.9% | $4,413-45.4% | $6,689-63.9% |
| Admin fee / account holder | $5,410 | $10,246-47.2% | $8,282-34.7% | $13,398-59.6% |