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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 | $20,854 | $76,608-72.8% | $56,077-62.8% | $145,877-85.7% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 11.73% | 3009.59%-2997.9pp | 1709.28%-1697.5pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,581 | $1,382+14.4% | $1,040+51.9% | $4,663-66.1% |
| Participant deferral / active EE | $2,505 | $2,624-4.5% | $1,954+28.2% | $6,691-62.6% |
| Admin fee / account holder | $1,726 | $3,325-48.1% | $2,825-38.9% | $13,402-87.1% |