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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 | $9,794 | $110,551-91.1% | $80,741-87.9% | $167,536-94.2% |
| Participation rate | 94.1% | 64.0%+30.2pp | 54.2%+40.0pp | 82.1%+12.0pp |
| Annual return | 10.50% | 120.57%-110.1pp | 87.30%-76.8pp | 478.82%-468.3pp |
| Employer contribution / active EE | $3,710 | $1,543+140.5% | $1,160+219.8% | $4,839-23.3% |
| Participant deferral / active EE | $1,671 | $2,870-41.8% | $2,145-22.1% | $6,342-73.7% |
| Admin fee / account holder | $1,217 | $4,547-73.2% | $3,380-64.0% | $12,315-90.1% |