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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 | $25,614 | $52,911-51.6% | $73,309-65.1% | $59,633-57.0% |
| Participation rate | 74.3% | 68.2%+6.1pp | 74.9%-0.6pp | 68.7%+5.6pp |
| Annual return | 408.58% | 12.20%+396.4pp | 5.67%+402.9pp | 2041.40%-1632.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,788 | $4,069+91.4% | $4,991+56.0% | $3,192+144.0% |
| Admin fee / account holder | $12,688 | $3,835+230.9% | $5,635+125.2% | $4,297+195.3% |