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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 | $18,917 | $169,361-88.8% | $129,397-85.4% | $145,877-87.0% |
| Participation rate | 94.1% | 76.5%+17.6pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 13.25% | 14395.54%-14382.3pp | 9453.98%-9440.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,012 | $5,542-63.7% | $4,154-51.6% | $4,663-56.9% |
| Participant deferral / active EE | $1,556 | $4,987-68.8% | $4,167-62.7% | $6,691-76.8% |
| Admin fee / account holder | $3,011 | $9,903-69.6% | $7,679-60.8% | $13,402-77.5% |