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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 | $18,825 | $108,701-82.7% | $74,723-74.8% | $152,909-87.7% |
| Participation rate | 75.0% | 65.4%+9.6pp | 54.5%+20.5pp | 82.5%-7.5pp |
| Annual return | 28.45% | 114.12%-85.7pp | 753.18%-724.7pp | 345.46%-317.0pp |
| Employer contribution / active EE | $1,615 | $1,504+7.4% | $1,084+49.0% | $4,764-66.1% |
| Participant deferral / active EE | $3,797 | $2,709+40.2% | $1,962+93.6% | $5,851-35.1% |
| Admin fee / account holder | $577 | $4,906-88.2% | $3,335-82.7% | $11,601-95.0% |