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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 | $9,679 | $67,823-85.7% | $52,425-81.5% | $137,256-92.9% |
| Participation rate | 91.7% | 63.9%+27.8pp | 55.6%+36.0pp | 80.0%+11.7pp |
| Annual return | 24.94% | 219.11%-194.2pp | 302.12%-277.2pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,374 | $1,163+18.1% | $914+50.2% | $4,156-66.9% |
| Participant deferral / active EE | $2,659 | $2,288+16.2% | $1,790+48.5% | $6,407-58.5% |
| Admin fee / account holder | $1,294 | $2,844-54.5% | $2,495-48.1% | $12,270-89.5% |