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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 | $14,594 | $49,164-70.3% | $121,169-88.0% | $75,181-80.6% |
| Participation rate | 96.5% | 55.4%+41.1pp | 69.5%+27.0pp | 67.2%+29.3pp |
| Annual return | 28.67% | 56.03%-27.4pp | 986.71%-958.0pp | 160.69%-132.0pp |
| Employer contribution / active EE | $1,886 | $1,546+21.9% | $4,168-54.8% | $2,671-29.4% |
| Participant deferral / active EE | $3,532 | $2,628+34.4% | $4,083-13.5% | $4,126-14.4% |
| Admin fee / account holder | $1,450 | $3,942-63.2% | $5,645-74.3% | $5,650-74.3% |