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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 | $16,688 | $76,785-78.3% | $56,441-70.4% | $145,959-88.6% |
| Participation rate | 78.6% | 63.2%+15.3pp | 52.5%+26.1pp | 80.3%-1.7pp |
| Annual return | 21.71% | 3000.51%-2978.8pp | 1704.21%-1682.5pp | 561.95%-540.2pp |
| Employer contribution / active EE | $248 | $1,381-82.0% | $1,039-76.1% | $4,661-94.7% |
| Participant deferral / active EE | $1,230 | $2,624-53.1% | $1,953-37.0% | $6,689-81.6% |
| Admin fee / account holder | $2,423 | $3,334-27.3% | $2,829-14.4% | $13,398-81.9% |