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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 | $39,907 | $100,073-60.1% | $85,126-53.1% | $145,877-72.6% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 15.46% | 84.11%-68.6pp | 66.63%-51.2pp | 551.28%-535.8pp |
| Employer contribution / active EE | $6,459 | $3,236+99.6% | $2,731+136.5% | $4,663+38.5% |
| Participant deferral / active EE | $7,791 | $5,294+47.2% | $4,523+72.2% | $6,691+16.4% |
| Admin fee / account holder | $1,321 | $7,261-81.8% | $6,160-78.5% | $13,402-90.1% |