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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 | $15,653 | $72,426-78.4% | $67,560-76.8% | $145,897-89.3% |
| Participation rate | 95.5% | 76.9%+18.6pp | 72.9%+22.5pp | 80.3%+15.1pp |
| Annual return | 12.79% | 7226.78%-7214.0pp | 3533.50%-3520.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,083 | $3,074-64.8% | $2,737-60.4% | $4,663-76.8% |
| Participant deferral / active EE | $2,633 | $4,785-45.0% | $4,004-34.2% | $6,689-60.6% |
| Admin fee / account holder | $312 | $5,514-94.3% | $3,994-92.2% | $13,390-97.7% |