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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 | $16,687 | $29,319-43.1% | $52,425-68.2% | $82,448-79.8% |
| Participation rate | 89.3% | 46.9%+42.4pp | 55.6%+33.7pp | 68.1%+21.2pp |
| Annual return | 25.74% | 535.20%-509.5pp | 302.12%-276.4pp | 41.64%-15.9pp |
| Employer contribution / active EE | $3,263 | $586+456.4% | $914+256.9% | $2,551+27.9% |
| Participant deferral / active EE | $1,727 | $1,171+47.5% | $1,790-3.5% | $4,139-58.3% |
| Admin fee / account holder | $390 | $1,962-80.1% | $2,495-84.4% | $7,234-94.6% |