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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 | $25,780 | $85,766-69.9% | $136,298-81.1% | $70,126-63.2% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 20.95% | 31.46%-10.5pp | 5156.27%-5135.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $2,428 | $2,966-18.2% | $4,696-48.3% | $2,343+3.6% |
| Participant deferral / active EE | $6,757 | $5,051+33.8% | $6,247+8.2% | $3,332+102.8% |
| Admin fee / account holder | $738 | $5,421-86.4% | $9,244-92.0% | $4,645-84.1% |