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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 | $16,946 | $99,995-83.1% | $85,063-80.1% | $145,978-88.4% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 79.55% | 83.99%-4.4pp | 66.54%+13.0pp | 550.52%-471.0pp |
| Employer contribution / active EE | $1,426 | $3,231-55.9% | $2,727-47.7% | $4,662-69.4% |
| Participant deferral / active EE | $3,714 | $5,295-29.9% | $4,523-17.9% | $6,690-44.5% |
| Admin fee / account holder | $455 | $7,255-93.7% | $6,155-92.6% | $13,400-96.6% |