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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 | $21,672 | $49,164-55.9% | $121,169-82.1% | $75,181-71.2% |
| Participation rate | 92.9% | 55.4%+37.4pp | 69.5%+23.3pp | 67.2%+25.7pp |
| Annual return | 26.29% | 56.03%-29.7pp | 986.71%-960.4pp | 160.69%-134.4pp |
| Employer contribution / active EE | $1,989 | $1,546+28.6% | $4,168-52.3% | $2,671-25.5% |
| Participant deferral / active EE | $4,766 | $2,628+81.3% | $4,083+16.7% | $4,126+15.5% |
| Admin fee / account holder | $531 | $3,942-86.5% | $5,645-90.6% | $5,650-90.6% |