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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 | $14,814 | $104,520-85.8% | $76,823-80.7% | $152,885-90.3% |
| Participation rate | 88.9% | 76.6%+12.3pp | 72.1%+16.8pp | 82.5%+6.4pp |
| Annual return | 22.05% | 1014.03%-992.0pp | 1166.42%-1144.4pp | 345.39%-323.3pp |
| Employer contribution / active EE | $1,313 | $3,117-57.9% | $2,302-43.0% | $4,763-72.4% |
| Participant deferral / active EE | $3,407 | $4,236-19.6% | $3,336+2.1% | $5,851-41.8% |
| Admin fee / account holder | $354 | $12,283-97.1% | $6,422-94.5% | $11,598-96.9% |