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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 | $4,935 | $76,634-93.6% | $56,054-91.2% | $145,978-96.6% |
| Participation rate | 76.5% | 63.2%+13.2pp | 52.5%+24.0pp | 80.3%-3.8pp |
| Annual return | 23.17% | 3004.33%-2981.2pp | 1705.95%-1682.8pp | 550.52%-527.4pp |
| Employer contribution / active EE | $1,084 | $1,380-21.5% | $1,039+4.3% | $4,662-76.8% |
| Participant deferral / active EE | $1,888 | $2,622-28.0% | $1,952-3.3% | $6,690-71.8% |
| Admin fee / account holder | $302 | $3,321-90.9% | $2,822-89.3% | $13,400-97.7% |