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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 | $6,054 | $76,608-92.1% | $56,077-89.2% | $145,877-95.9% |
| Participation rate | 81.8% | 63.2%+18.6pp | 52.5%+29.3pp | 80.3%+1.5pp |
| Annual return | 15.88% | 3009.59%-2993.7pp | 1709.28%-1693.4pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,489 | $1,382+7.8% | $1,040+43.1% | $4,663-68.1% |
| Participant deferral / active EE | $1,660 | $2,624-36.7% | $1,954-15.0% | $6,691-75.2% |
| Admin fee / account holder | $360 | $3,325-89.2% | $2,825-87.3% | $13,402-97.3% |